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Top CRM Consultants in the United States

From the Bay Area’s Salesforce talent pool to Boston’s RevOps leaders and Austin’s fast-scaling SaaS scene, the United States is a global hub for customer relationship management experts. The right partner can align sales, marketing, and service, deliver clean data pipelines, and automate customer journeys that drive revenue.

Clutch makes it easier to choose confidently: every firm in our directory is verified, with in-depth client reviews, service focus, and portfolio details. Use filters to narrow by budget, platform (Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and more), industry, location, and hourly rate. Start with our curated lists and compare CRM implementation services, CRM strategy consulting, and CRM system integration options that fit your roadmap. Explore top firms globally or refine to the U.S. market here:

• Top CRM Consulting Companies

• CRM Consulting Companies in San Francisco

• CRM Consulting Companies in New York

• CRM Consulting Companies in Dallas

• U.S. CRM Consulting Companies for Business Services

Ratings Updated: July 8, 2026
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2,381 Companies

Country: United States
Services: CRM Consulting and SI

List of the Top United States CRM Companies

  • Featured

    What are Featured Providers?

    Set2Close Logotype

    Set2Close

    5.0 100 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    10 - 49
    Serves United States

    Services provided

    40% CRM Consulting and SI
    10% Account-Based Marketing
    10% Digital Strategy +4 services
    10% Email Marketing
    10% Recruiting
    10% Sales Outsourcing
    10% Staffing

    Set2Close is a CRM Consultancy and Systems Integration firm specializing in HubSpot onboarding, training, and integration. They receive overwhelmingly positive feedback, with clients appreciating their personalized, knowledgeable service and their ability to enhance HubSpot utility. With 100% of reviews highlighting their expertise and exceptional support, Set2Close is highly recommended for CRM Consulting and CRM SI services.

    See all 100 projects

    Reviews mention Exceptional results

    Set2Close has consistently received exceptional feedback from clients, highlighting their outstanding onboarding experiences and effective project management. One client praised their 'amazing onboarding experience' and the expert guidance from their Solution Architect, Miles, which facilitated self-sufficiency with HubSpot. Another client noted that Set2Close 'exceeded expectations at every stage' of their engagement, delivering a fully optimized CRM tailored to their needs. Overall, clients express high satisfaction with Set2Close's commitment to quality results and supportive communication.
    • CRM Consulting & SI for Software Co
      5.0 Jan 20, 2025

      The Set 2 Close team is something of a unicorn amongst HubSpot Partners. They provide a free service called "Set 2 Start" that lets you basically skip the standard $2-5k setup costs when getting started with HubSpot. This makes getting started with HubSpot much more accessible to small businesses like ours. As part of this process, they have a series of meetings and give you access to tools that all guide you through the process of getting started. HubSpot can be a daunting system due to its feature richness and having such finely tuned settings that can be applied to almost anything you are doing. Even for a technically savvy individual, it is a laborious task to get your bearings and move through the steps. Set 2 Close made this process infinitely easier and served as a guiding point to avoid getting lost in the process.

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    • CRM Consulting & SI for Software Co
      5.0 Jan 20, 2025

      The team's attitude and dedication to support were shocking, considering they offered a free service. One of our core values as a business is service with a smile, and as rare as that may be becoming, Set 2 Close emulated it wonderfully. They didn't treat us any less for not being one of their paying customers. Maybe it was because they saw us as a future customer. Maybe they just understand the gratification that selfless service brings. Either way, they provided an extraordinary experience that has made us want to work with them again, in the future. Our Onboarding Specialist, Matt, was a joy to work with and went above and beyond to make sure I was staying the path and progressing along my journey.

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    • CRM Consulting & SI for Staffing OS Company
      5.0 Mar 19, 2026

      The most significant measurable outcome was a successful, full end-to-end rollout of HubSpot across our organization, on time, with complete team adoption, and no disruption to day-to-day operations. From there, we immediately saw improvements in pipeline visibility, a reduction in manual follow-up tasks through marketing automation, and for the first time, leadership had access to consistent, reliable reporting to drive decision-making. Set2close's project management William was excellent from start to finish, deliverables were met on time and communication was consistently clear throughout the engagement.

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    19 of 19 reviews are 5 stars
    19 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 19 times in the past 6 months

    In the past six months, Set2Close has received overwhelmingly positive feedback for their expertise in HubSpot onboarding and training. Clients consistently praise the team's knowledge, responsiveness, and personalized support. For instance, one client highlighted Jeremy's ability to simplify complex processes, while another noted the effective project management that ensured timely deliverables. Overall, clients feel empowered and confident in using HubSpot, with many expressing eagerness to continue their partnership with Set2Close.
    Read 17 Recent Reviews

    Average Project Cost Breakdown

    Less than $10,000 (71) $10,000 to $49,000 (7) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently highlight Set2Close's competitive pricing and exceptional value for money across various services. For instance, one client noted that the pricing fit their budget and provided great value for cost, while another emphasized the significant savings achieved through their free onboarding service, which typically costs thousands. Overall, feedback reflects a strong sentiment of satisfaction with the company's cost-effectiveness and the quality of services delivered.
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    More responsive than most other service providers

    Set2Close is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
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    Peeklogic, LLC Logotype

    Peeklogic, LLC

    5.0 103 reviews
    Premier Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves United States

    Services provided

    70% CRM Consulting and SI
    10% AI Development
    10% API Development +1 service
    10% IT Staff Augmentation

    Peeklogic, LLC is a CRM Consulting firm specializing in CRM Systems Integration and Implementation, particularly focused on Salesforce. They consistently receive high praise for their responsiveness, expertise, and effective solutions, with 100% of reviewers noting their strong project management and timely delivery. Additionally, the company is commended for aligning with client needs, seamlessly integrating CRM solutions, and enhancing operational efficiency and process automation.

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    15 of 15 reviews are 5 stars
    12 new reviews for CRM Consulting and SI services
    Less than $10,000 avg. project cost

    Reviewed 15 times in the past 6 months

    In recent reviews, clients praised Peeklogic, LLC for their effective project management, timely delivery, and strong responsiveness. A notable highlight was their expertise in Salesforce, with one client noting significant improvements in lead conversion rates and operational efficiency. Feedback consistently emphasized the company's ability to adapt to evolving requirements and provide valuable solutions. Overall sentiment reflects high satisfaction, with clients expressing confidence in Peeklogic's capabilities and noting no areas for improvement.
    Read 15 Recent Reviews

    More responsive than most other service providers

    Peeklogic, LLC is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    United States (61) Canada (9) Switzerland (5) Germany (2) Israel (1) India (1) Australia (1) South Korea (1) Mexico (1) Norway (1) Guatemala (1) United Arab Emirates (1) France (1) England (1)

    This provider is fluent in 3 languages:

    • English
    • Spanish
    • Ukrainian

    This provider is available in 6 time zones:

    • Greenwich Mean Time (GMT)
    • Central European Time (CET)
    • Central Standard Time (CST)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Mountain Standard Time (MST)
    $8,000 Teams needing ongoing admin support $10,000 Organizations needing regular development work $12,000 Organizations using multiple Salesforce Clouds

    Dedicated Salesforce Team (Admin/Developer)

    Get a dedicated Salesforce team to continuously manage, develop, and optimize your Salesforce environment. Peeklogic provides experienced Salesforce administrators and developers who work as an extension of your team
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    CloudMasonry Logotype

    CloudMasonry

    5.0 15 reviews
    Premier Verified
    $5,000+
    $200 - $300 / hr
    50 - 249
    Serves United States

    Services provided

    100% CRM Consulting and SI

    CloudMasonry is a CRM Consultancy specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Consulting services. Their reviews reflect a high level of expertise, professionalism, and client satisfaction, with 100% of reviewers expressing positive feedback. Clients commend their proactive approach, knowledge in CRM systems, and ability to deliver projects on time and within budget.

    See all 15 projects
    6 of 6 CRM Consulting and SI reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Salesforce Support for Publishing Company

    5.0 — CloudMasonry provides Salesforce support to a publishing firm. The team has set up a new Salesforce Service Cloud instance and transferred all customer service emails from the legacy platform into Read more
    Read 6 Reviews

    Average Project Cost Breakdown

    $10,000 to $49,000 (5) Less than $10,000 (2) $200,000 to $999,999 (2) $50,000 to $199,999 (1) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently highlight CloudMasonry's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within budget while another emphasized the 'good value for cost'. Overall sentiment reflects satisfaction with the outcomes delivered, with clients appreciating the company's responsiveness and proactive project management, which often resulted in timely deliveries and effective solutions tailored to their needs.
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    United States (13) France (1) England (1)

    This provider is fluent in 2 languages:

    • English
    • Spanish

    This provider is available in 8 time zones:

    • Greenwich Mean Time (GMT)
    • Hawaii Standard Time (HST)
    • Alaska Standard Time (AKST)
    • Central Standard Time (CST)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Phoenix Standard Time (PNT)
    • Mountain Standard Time (MST)
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  • Proteus Technologies LLC Logotype

    5.0 2 reviews
    Verified
    $1,000+
    $25 - $49 / hr
    10 - 49
    Austin, TX

    Services provided

    10% CRM Consulting and SI
    20% Web Development
    15% Content Writing Services +5 services
    15% Graphic Design
    10% Email Marketing
    10% Search Engine Optimization
    10% Social Media Marketing
    10% Video Production

    Proteus Technologies LLC is a CRM Consulting and SI company specializing in CRM systems integration and CRM implementation. They effectively enhanced CRM and marketing automation workflows, achieving improved lead tracking and clearer campaign performance reporting. Feedback from their clients is overwhelmingly positive, with 100% noting their supportive team and efficient project execution.

    See all 2 projects
    $1,000 Small businesses or startups. $2,500 Growing businesses looking to scale. $5,000 Mid-market and enterprise clients.

    HubSpot & CRM Automation

    Proteus Technologies streamlines sales, marketing, and customer service with HubSpot and CRM automation. We implement pipelines, automated workflows, reporting, and integrations to improve efficiency, engagement, and business growth for startups and enterprises alike.
    View Packages

    Austin, TX

    5900 Balcones Drive
    Austin, TX 78731

    1

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  • Bootstrap Creative Logotype

    Not yet reviewed

    Verified
    $5,000+
    $100 - $149 / hr
    2 - 9
    Clinton Township, MI

    Services provided

    25% CRM Consulting and SI
    25% Pay Per Click
    15% Search Engine Optimization +3 services
    15% Web Development
    10% Graphic Design
    10% Web Design

    Bootstrap Creative is a PPC agency headquartered in Clinton Township, Michigan. They provide Pay Per Click and CRM consulting and SI.

    Read more
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  • Featured

    What are Featured Providers?

    Computan Logotype

    Computan

    4.8 45 reviews
    Verified
    $1,000+
    $25 - $49 / hr
    50 - 249
    Serves United States

    Services provided

    40% CRM Consulting and SI
    30% E-Commerce Development
    30% Web Development

    Computan is a versatile web development company offering comprehensive services, including WordPress and HubSpot development, CMS integration, and digital marketing support. Overall, 100% of reviews highlight their technical expertise and reliability, with approximately 85% praising their timeliness and communication. Clients appreciate Computan's adaptability and value for cost, though some suggest minor improvements in project delivery visibility and proactive communication.

    See all 45 projects

    Reviews mention Transparent

    Client feedback highlights Computan's commitment to transparency throughout their projects. One client noted their upfront communication regarding costs and project scope, ensuring no unexpected expenses arose. Another emphasized their honesty about resource limitations, particularly in content writing, allowing for smoother project adjustments. Overall, the sentiment is positive, with clients appreciating Computan's clarity and integrity in managing expectations and delivering results.
    • Web Dev & Design for Nonprofit Organization
      4.5 May 7, 2021

      We were very clear upfront about what we were expecting in terms of timelines and deliverables. Throughout the project, we were always on track with all of those goals. If there were any changes or delays, we were made aware of them right away, and we were able to work through them in a way that worked for both sides. Computan was very agile and respectful of our needs, and we had open and clear communication. It was a really good process from start to finish, and I was pleased with that.

      Read Full Review
    • Marketing Collateral for Data Center Provider
      5.0 Sep 14, 2018

      They are very upfront about any area of the project where they aren’t as strong or don’t have the necessary resources. That enables us to prepare our team or adjust the project to make sure that it runs smoothly. For example, they've been honest about the fact that content writing is not their strong suit and that they would need our team to provide the material. I wouldn’t count that as a downfall; rather, I appreciate that they're very transparent about their abilities and how that would affect the project. They're not afraid to ask what they need from us to be successful.

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    Industry Experience

    Computan has garnered positive feedback across various industries, including advertising & marketing, education, IT, healthcare, and e-commerce. Clients commend their expertise in web development, CMS integration, and customer service, particularly for HubSpot and WordPress platforms. Sentiment is overwhelmingly favorable, highlighting their responsiveness, flexibility, and ability to exceed client expectations. Those in need of web design, technical support, or digital marketing strategies will find Computan well-suited for projects in these sectors.

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    Select Industry to see insights

    Automotive Advertising & marketing Healthcare IT Services Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Media Consulting Manufacturing Telecommunications Hospitality & leisure Nonprofit Information technology Business services Research Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (22) Less than $10,000 (7) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently highlight Computan's competitive pricing and value for money. One client noted, 'Pricing fit our budget' and emphasized the 'good value for cost.' Another remarked, 'The quality of work we get for the cost is something I have not seen in any agency I have worked with.' Overall, clients appreciate the balance of affordability and quality, though some desire improved communication on project timelines and costs.
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    United States (34) Canada (10) Finland (1)

    This provider is available in 8 time zones:

    • Central African Time (CAT)
    • Pakistan Lahore Time (PLT)
    • Central European Time (CET)
    • Eastern Standard Time (EST)
    • Pacific Standard Time (PST)
    • Argentina Standard Time (AGT)
    • Canada Newfoundland Time (CNT)
    • (Arabic) Egypt Standard Time (ART)
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  • Link Development Logotype

    4.8 4 reviews
    Verified
    $25,000+
    $25 - $49 / hr
    250 - 999
    Irvine, CA

    Services provided

    20% CRM Consulting and SI
    30% Custom Software Development
    30% IT Staff Augmentation +2 services
    10% Cloud Consulting & SI
    10% Web Design

    Link Development is a custom software development company specializing in digital transformation and technical solutions, including CRM, mobile applications, and web-based platforms. Reviews highlight their strong software development skills, flexibility, and commitment to quality. Approximately 75% of feedback emphasizes their responsiveness and ability to meet deadlines, although 25% suggest improvements in requirement gathering efficiency. Overall, Link Development is recognized for its professionalism and positive impact on clients' operations.

    See all 4 projects

    Reviews mention High-quality work

    Clients consistently commend Link Development for delivering high-quality work across various projects. One reviewer noted, 'Link Development's work quality is very good,' highlighting their understanding of requirements and rapid development phases. Another stated, 'they have one of the best quality outputs,' emphasizing their reliability and commitment to excellence. Overall, the sentiment reflects strong client satisfaction with Link Development's performance, particularly in meeting technical challenges and adhering to deadlines.
    • Custom Software Dev for Healthcare Services Organization
      4.5 Aug 29, 2022

      Link Development’s work quality is very good. Although they’re great at understanding our requirements, it takes them a bit longer than desired. Still, they’re very fast during the development phases. It would be great if Link Development were faster at gathering requirements. However, I know that they prefer quality over speed.

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    • CMS & Platform Development for Government Org
      4.5 Jun 22, 2022

      Link Development has been one of our biggest partners when it comes to our digital transformation. They’ve provided an excellent service in consultancies and executing our digital operation and digital transformation strategies. We haven’t suffered any major quality challenges with Link Development. Therefore, we trust them in managing our digital operations and when it comes to dealing with major and minor technical difficulties that occur on our platform. Secondly, they have one of the best quality outputs, making them stand out amongst most of our other vendors and partners.

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    • Cloud Consulting & SI Services for NGO Organization
      5.0 Dec 1, 2021

      We used to pay around $600,000 yearly for a combination of our CRM and SharePoint solution. The delivered system is very flexible and elastic; the cost of hosting on Microsoft Azure has decreased from $600,000 to a maximum of $100,000. Their level of quality, documentation, planning, and communication are perfect.

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    Industry Experience

    Link Development has demonstrated strong expertise across various industries, including Healthcare, Government, and Logistics. In Healthcare, they provided effective custom software development, enhancing operational efficiency. For Government, their digital solutions significantly improved service reach and user experience. In Logistics, they excelled in software implementation, yielding positive ROI. Overall, clients commend their responsiveness, quality output, and flexibility, suggesting a good fit for projects requiring robust digital transformation and software development.

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    Select Industry to see insights

    Healthcare Government Other Industry

    Average Project Cost Breakdown

    $1,000,000 to $9,999,999 (2) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients generally perceive Link Development's pricing as reasonable given the quality of service provided. One client noted an investment of $2.5 million to $3 million, highlighting good work quality despite some delays in requirement gathering. Another client reported a total spend of $3 million with a positive ROI, praising their understanding of business needs. Additionally, a client experienced a significant reduction in hosting costs from $600,000 to $100,000, underscoring the value for money in their services.
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    Saudi Arabia (3) Bangladesh (1)
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  • Upzoids Logotype

    Not yet reviewed

    Verified
    $5,000+
    $150 - $199 / hr
    50 - 249
    Sheridan, WY

    Services provided

    50% CRM Consulting and SI
    20% Low/No Code Development
    15% AI Consulting +2 services
    10% ERP Consulting and SI
    5% Enterprise App Modernization

    Established in 2021, Upzoids is a midsize Calgary, Canada-based CRM consulting and SI company. Their team offers CRM consulting and SI and Low/No Code Development.

    Read more

    Sheridan, WY

    30 North Gould Street
    Sheridan, WY 82801

    1

    +1 403 907 0938

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  • RevPartners Logotype

    5.0 1 review
    $1,000+
    $150 - $199 / hr
    50 - 249
    Atlanta, GA

    Services provided

    50% CRM Consulting and SI
    20% Account-Based Marketing
    10% Content Marketing +2 services
    10% Demand Generation Marketing
    10% Email Marketing

    RevPartners is an SEO agency that specializes in increasing SEO, organic search, and inbound lead generation. The reviews highlight their exceptional team culture and alignment with client values, with 100% positive feedback on communication and project management. Clients commend their integrity, excellence, and the significant value they add to businesses.

    See all 1 projects

    Industry Experience

    RevPartners has demonstrated expertise primarily in the Design sector, focusing on enhancing SEO, content generation, and lead acquisition for visual communication companies. Clients highlight their effective communication, integrity, and cultural alignment as key strengths. The overall sentiment is highly positive, with significant impacts noted in revenue growth and lead generation. This indicates that RevPartners is well-suited for businesses within the Design industry looking to improve their digital marketing efforts.

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    Select Industry to see insights

    Design

    Average Project Cost Breakdown

    What Clients Have Said

    RevPartners is perceived as providing excellent value for money, with clients appreciating their competitive pricing that fits within budget constraints. One client highlighted their decision to choose RevPartners based on high ratings and alignment in company values. Overall, the sentiment is positive, with clients noting significant improvements in SEO and lead generation, attributing this success to RevPartners' effective communication and commitment to delivering results.
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  • Bluewolf Logotype

    5.0 1 review
    $50,000+
    $150 - $199 / hr
    1,000 - 9,999
    New York, NY

    Services provided

    30% CRM Consulting and SI
    25% IT Managed Services
    15% Cloud Consulting & SI +4 services
    10% Branding
    10% IT Strategy Consulting
    5% Mobile & App Marketing
    5% UX/UI Design

    Bluewolf is a consulting firm renowned for its deep expertise in Salesforce and marketing automation services, particularly through Eloqua integration. Feedback highlights their ability to efficiently bridge systems, create manageable campaigns, and reduce costs. Approximately 75% of reviewers emphasize their strong Salesforce skills as a major differentiator, underscoring their reputation for high-quality service and strategic insight.

    See all 1 projects

    Industry Experience

    Bluewolf has demonstrated strong expertise in the solar and power generation industry, emphasizing their proficiency in integrating marketing automation with Salesforce CRM solutions. Clients noted their ability to simplify complex campaign management and provide consultative best practices. The overall sentiment reflects satisfaction with their collaboration, particularly highlighting cost efficiency and effective project management. Companies in the solar, utilities, and related sectors seeking integrated marketing and Salesforce solutions are likely to find Bluewolf a suitable partner.

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    Other Industry

    Average Project Cost Breakdown

    $200,000 to $999,999 (1)

    What Clients Have Said

    Clients generally perceive Bluewolf as providing good value for money, particularly due to their expertise in Salesforce integration. One client noted that they successfully reduced costs while enhancing project management quality compared to previous vendors. Their managed service model, which includes a fixed number of hours each month, has been appreciated for its flexibility and efficiency. Overall, the sentiment reflects satisfaction with the balance of cost and service quality offered by Bluewolf.
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  • SMBHD Logotype

    4.9 6 reviews
    $1,000+
    $150 - $199 / hr
    10 - 49
    Chicago, IL

    Services provided

    80% CRM Consulting and SI
    10% Business Consulting
    10% Cloud Consulting & SI

    SMBHD is a technology consulting firm specializing in Salesforce implementation, managed IT services, and cybersecurity solutions. In their reviews, 100% of clients appreciated SMBHD's personalized service, technical expertise, and commitment to delivering on time and within budget. Clients consistently praised their responsive communication and problem-solving capabilities, with no significant areas for improvement noted.

    See all 6 projects

    Reviews mention Personable

    Clients consistently praised SMBHD for their personable approach, highlighting their availability and personalized service. One client noted, 'The proposal was highly personalized and they truly understood what we were looking for.' Another remarked on the team's consistent communication and availability, stating, 'They were always available when we needed them.' Overall, the sentiment reflects a strong appreciation for SMBHD's client-centric approach, fostering effective collaboration and support.
    • Custom Software Development for Pet Logistics Company
      4.5 Jan 27, 2021

      Everyone is so easy to work with. Barry always holds me accountable and keeps me on task which I need. Ryan always replies super quickly and Kevin and Galaxia were both so patient and kind on the phone. Couldn't ask for a better team! I was also blown away by Barry's willingness to run ALL over Chicago to track down our laptops, THREE different times, I believe, when FedEx messed up the delivery. Barry went on his personal time to the local FedEx THREE times to figure out what was going on and to make sure our expensive new laptops didn't sit at FedEx longer than needed. I also genuinely enjoy catching up with Barry and Ryan each time we talk. It doesn't ever feel like they're giving me the notorious sales pitch 'hey, how bout them Cubs' talk.

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    • Managed IT Services for Education Management Company
      5.0 Oct 13, 2020

      The personalized approach was particularly impressive. They were always available when we needed them, which demonstrated their commitment to our project and their personable nature.

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    Industry Experience

    SMBHD has demonstrated strong expertise in diverse industries, including business services, education, construction, and logistics. Clients commend their ability to enhance Salesforce functionality, implement business intelligence solutions, and provide managed IT services, particularly in cybersecurity. The overall sentiment across reviews is highly positive, highlighting SMBHD's responsiveness, personalized approach, and commitment to client success. Their broad range of services makes them a suitable partner for organizations looking to improve operations and technology across these sectors.

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    Select Industry to see insights

    Transportation Business services Other Industry Education

    Average Project Cost Breakdown

    Less than $10,000 (2) $10,000 to $49,000 (2) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients generally perceive SMBHD as offering excellent value for money, often highlighting their ability to deliver high-quality services within budget. For instance, one client noted they spent between $26,000–$27,000 and were pleased with the timely delivery and effectiveness of the solution. Another mentioned saving money through SMBHD's recommendations for affordable tools. Overall, the sentiment reflects satisfaction with the cost relative to the quality and responsiveness of the services provided.
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    Chicago, Illinois (2) Washington, District of Columbia (1) Atlanta, Georgia (1) Austin, Texas (1) Indianapolis, Indiana (1)
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  • SkyPlanner Logotype

    5.0 4 reviews
    $5,000+
    $100 - $149 / hr
    10 - 49
    Miami, FL

    Services provided

    100% CRM Consulting and SI

    SkyPlanner is a CRM Consultancy firm specializing in CRM Implementation and CRM Systems Integration. Their reviews are overwhelmingly positive, with 100% of clients expressing satisfaction with timely delivery and exceptional dedication. Reviewers consistently highlight SkyPlanner's meticulous planning and alignment with client goals.

    See all 4 projects

    Reviews mention Detail-oriented

    Clients have consistently praised SkyPlanner for their detail-oriented approach, emphasizing the team's dedication and meticulous planning. One client highlighted their exceptional attention to detail, stating that the final solution perfectly aligned with their goals and was delivered on time. This sentiment reflects an overall confidence in SkyPlanner's ability to meet specific project requirements with precision and care.
    • CRM Consulting & SI for Educational Organization
      5.0 Jul 13, 2023

      What impressed me the most was the dedication and commitment of the SkyPlanner team members. They went above and beyond to ensure the success of our project, working diligently to deliver exceptional results within the agreed-upon timeframe. Their attention to detail and meticulous planning resulted in a solution that perfectly aligned with our goals.

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    1 of 1 CRM Consulting and SI reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for Educational Organization

    5.0 — SkyPlanner created an event management solution for an educational organization. They also finalized pending items and organized the UI and objects in Salesforce for the client. Read more
    Read 1 Review

    Industry Experience

    SkyPlanner has demonstrated expertise across several industries, including Education, Healthcare, and Manufacturing. In Education, they excelled in Salesforce integration and event management, receiving positive feedback for their attention to detail and commitment. The Healthcare sector praised their ability to unify platforms and their strong communication skills. In Manufacturing, SkyPlanner's automation solutions significantly improved efficiency, saving substantial staff hours. Overall, feedback indicates a strong sentiment of satisfaction and effectiveness, particularly in client engagement and project management.

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    Select Industry to see insights

    Education Healthcare Manufacturing

    Average Project Cost Breakdown

    $10,000 to $49,000 (2) $50,000 to $199,999 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    SkyPlanner is consistently recognized for delivering strong value relative to its pricing. Clients appreciate the company's commitment to project success and timely delivery, often noting that their solutions save significant time and resources. One client highlighted a 10% budget reduction and another reported savings of over 100 staff hours per week, underscoring the cost-effectiveness of their services. Overall, the sentiment reflects satisfaction with the balance of cost and quality, with no significant complaints noted.
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  • Cloudsquare Logotype

    5.0 8 reviews
    $10,000+
    $150 - $199 / hr
    10 - 49
    Los Angeles, CA

    Services provided

    100% CRM Consulting and SI

    Cloudsquare is a Salesforce consulting firm specializing in CRM customization, integration, and migration services. Across reviews, 100% of clients commend their efficiency, responsiveness, and expertise in Salesforce, with notable improvements in workflow automation and business scalability. Clients appreciate Cloudsquare's ability to swiftly understand and address unique business needs, contributing to significant operational enhancements and time savings.

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    Reviews mention Exceptional results

    Clients have consistently praised Cloudsquare for delivering exceptional results, particularly in implementing Salesforce. One VP highlighted that the project was completed on time and within budget, showcasing significant improvements in lead tracking efficiency and reduced data input time. The client's trust in Cloudsquare was reinforced by their superb industry knowledge and effective communication throughout the project, with no unexpected issues arising. Overall, the sentiment reflects high satisfaction with Cloudsquare's expertise and execution.
    • Salesforce Implementation for Home Energy
      5.0 Aug 23, 2018

      We saw measurable improvement in numerous categories including leads generated per week (45%), time to generate each lead (almost 75%), appointment confirmations (70%), and monthly sales (24%). We also reduced the time administrators spent coordinating lead status between various teams, increased scheduling efficiency by region, and gained groundbreaking insight into our sales performance, gaps, and trends.

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    Industry Experience

    Cloudsquare has demonstrated expertise across various industries, particularly in financial services and advertising & marketing. Clients in the financial sector praised their efficiency in Salesforce integration and workflow automation, leading to significant time savings and improved operational processes. In the advertising sector, feedback highlighted their effective project management and adaptability to client needs. Overall, sentiment is highly positive, indicating that they are a strong fit for businesses seeking robust CRM solutions and process automation in these sectors.

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    Select Industry to see insights

    Other Industry Advertising & marketing Financial services

    Average Project Cost Breakdown

    Less than $10,000 (3) $10,000 to $49,000 (2) $50,000 to $199,999 (2) $200,000 to $999,999 (1)

    What Clients Have Said

    Client feedback highlights Cloudsquare's strong value for money, with many clients noting cost-effective solutions that significantly improved operational efficiency. For instance, one client mentioned a $30,000 investment that yielded 3-4 hours of daily time savings and allowed for reinvestment in other business areas. Another client appreciated their transparent billing and adherence to budget, stating the project was delivered on time and within budget. Overall, clients express satisfaction with the balance of cost and quality provided by Cloudsquare.
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    New York City, New York (2) Los Angeles, California (2) Irvine, California (1) Whittier, California (1) Fort Collins, Colorado (1) Arlington, Massachusetts (1)
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  • Ergonized Logotype

    4.8 9 reviews
    $25,000+
    $50 - $99 / hr
    50 - 249
    New York, NY

    Services provided

    60% CRM Consulting and SI
    30% Custom Software Development
    10% Web Design

    Ergonized is a comprehensive IT consultancy specializing in Salesforce and Zoho solutions, as well as web development. Reviews consistently highlight the firm's technical expertise, responsive project management, and effective communication, with 100% of feedback being positive. Clients are particularly impressed with Ergonized’s ability to adapt to client needs and deliver high-quality, reliable solutions across various platforms.

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    Reviews mention Easy to reach

    Clients consistently highlight Ergonized's accessibility, noting that communication was straightforward and efficient. One reviewer emphasized the project manager's availability through various channels, which facilitated smooth collaboration. Overall, the sentiment regarding accessibility is highly positive, with clients expressing satisfaction with the ease of reaching out and receiving timely responses, contributing to a seamless project experience.
    • CRM Customization for Lead Gen & Marketing Company
      5.0 Feb 23, 2019

      Communication was easy. The project manager was available through various channels.

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    Average Project Cost Breakdown

    Less than $10,000 (5) $10,000 to $49,000 (3)

    What Clients Have Said

    Clients generally perceive Ergonized as providing good value for money, citing their expertise and effective communication. One client noted, "They delivered exactly what was expected," while another highlighted their ability to create a seamless process quickly. Despite some minor communication issues regarding billing, overall sentiment reflects satisfaction with the cost relative to the quality of service received. Clients appreciated the balance of skill, price, and quality, indicating that Ergonized meets or exceeds expectations in delivering value.
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    United States (4) Australia (2) Germany (1) Switzerland (1) England (1)
    $20,000 Simple CRM with custmized sales pipeline. $72,000 CRM with tailored workflows and data integration. $100,000 Unique CRM for mid-sized business and enterprises.

    Custom CRM Software Development

    Our goal is to automate the unique workflow of your business by developing a streamlined, high-tech solution that meets your specific needs. By using the CRM Accelerator Platform, we are able to accelerate the development of customized CRM and provide superior performance.
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  • Penrod Logotype

    4.5 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Milwaukee, WI

    Services provided

    100% CRM Consulting and SI

    Penrod is a CRM Consulting and SI company specializing in Salesforce CRM implementation and integration. They have received positive feedback for their expertise and specialization in life sciences, with reviewers noting a good ROI and effective project management. Approximately 80% of feedback highlights their solid partnership, though some suggest improvements in communication consistency.

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    0 of 1 CRM Consulting and SI reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Management for Medical Equipment Manufacturing Company

    4.5 — A medical equipment manufacturing company hired Penrod to provide CRM consulting. They're helping the client enhance their Salesforce platform to streamline the efficiency of their processes. Read more
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    Industry Experience

    Penrod has demonstrated strong expertise in the manufacturing sector, particularly within medical equipment. Clients report positively on their Salesforce CRM configurations, highlighting efficiency improvements and a solid ROI. Their strengths lie in life sciences and project management, though communication consistency could be enhanced. Overall sentiment from manufacturing clients is favorable, indicating that Penrod is a reliable partner for businesses seeking CRM solutions in this industry.

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    Select Industry to see insights

    Manufacturing

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients have expressed that Penrod offers good value for money, particularly in specialized areas such as Salesforce for life sciences. One client, Graymont Medical, noted a significant investment of around $100,000 but reported a strong return on investment and positive impacts on their business. Overall sentiment indicates that while there are minor communication issues, the quality of work and expertise justify the costs incurred.
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  • Faye Logotype

    4.9 7 reviews
    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Services provided

    70% CRM Consulting and SI
    10% AI Consulting
    10% Custom Software Development +1 service
    10% Low/No Code Development

    Faye is a CRM Consultancy specializing in CRM Implementation and Systems Integration, with a strong focus on SugarCRM integration. Feedback indicates a 100% positive response rate, highlighting their effective project management, clear communication, and ability to deliver tailored solutions. Notably, 75% of reviewers commend Faye for their value for cost and alignment with business needs.

    See all 7 projects
    3 of 4 CRM Consulting and SI reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for Fine Foods Manufacturer

    5.0 — Faye implemented SugarCRM for a fine foods manufacturer. The team was responsible for automating manual purveyor recruitment processes, including lead capture through onboarding. Read more
    Read 4 Reviews

    Industry Experience

    Faye has demonstrated expertise across multiple industries, including Consumer Products & Services, Financial Services, and Fine Foods Manufacturing. Feedback highlights their strengths in integrating CRM systems, project management, and understanding client business needs, leading to improved operational efficiencies and user adoption. Clients in Consumer Products report enhanced data management, while Financial Services emphasize Faye's responsiveness and customization capabilities. Overall sentiment reflects satisfaction with Faye's collaborative approach and technical proficiency, making them a suitable partner for organizations seeking CRM solutions in these sectors.

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    Select Industry to see insights

    Consumer products & services Consumer Products Consulting Transportation Construction Financial services

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    Sarasota, Florida (1) Austin, Texas (1) Glendale Heights, Illinois (1) Northbrook, Illinois (1) Rockville Centre, New York (1) Seattle, Washington (1) San Fernando, California (1)
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  • Inovi Solutions Logotype

    5.0 3 reviews
    $1,000+
    $100 - $149 / hr
    10 - 49
    Flower Mound, TX

    Services provided

    90% CRM Consulting and SI
    10% Low/No Code Development

    Inovi Solutions is a CRM Consulting and Systems Integration company praised for its effective CRM Implementation and Integration services. With a focus on delivering high value at a budget-friendly cost, they received overwhelmingly positive feedback, noted for their responsiveness and ability to handle complex projects, with 100% of reviewers highlighting their impressive problem-solving capabilities.

    See all 3 projects
    2 of 2 CRM Consulting and SI reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Custom Software Development for Child Education Nonprofit

    5.0 — Inovi Solutions was hired by a child education nonprofit to build and develop a Salesforce system to optimize the management of the organization's scholarship program. Read more
    Read 2 Reviews

    Industry Experience

    Inovi Solutions has received positive feedback across various industries including Nonprofit, Manufacturing, and Environmental Services. In the Nonprofit sector, they excelled in creating systems for managing scholarship programs, enhancing efficiency and responsiveness. In Manufacturing, they demonstrated effective integration of systems, reducing data entry time and improving invoicing processes. In Environmental Services, their timely delivery and resourcefulness were highlighted. Overall, sentiment across industries reflects Inovi's strengths in system integration, responsiveness, and cost-effectiveness, making them a suitable partner for diverse projects.

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    Select Industry to see insights

    Nonprofit Manufacturing Environmental Services

    Average Project Cost Breakdown

    $10,000 to $49,000 (2)

    What Clients Have Said

    Clients consistently highlight Inovi Solutions' cost-effectiveness, noting it as a key reason for selection. Feedback indicates that they provide 'good value for cost' and are able to deliver high-quality solutions within budget constraints. One client emphasized that Inovi's organized approach allows for budget-friendly execution, while another praised their pricing as fitting their budget. Overall, the sentiment towards Inovi's pricing and value proposition is very positive, with clients expressing satisfaction with the outcomes relative to their investment.
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    Atlanta, Georgia (1) Sumter, South Carolina (1) York, Pennsylvania (1)
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  • XTIVIA (formerly Strategic Sales Systems) Logotype

    5.0 1 review
    Undisclosed
    $150 - $199 / hr
    10 - 49
    St. Louis, MO

    Services provided

    60% CRM Consulting and SI
    20% Application Management & Support
    20% Cloud Consulting & SI

    XTIVIA (formerly Strategic Sales Systems) is a CRM implementation and consulting company known for its exceptional hands-on service and quick response times. They have significantly improved clients' sales by 25% to 27%, and 100% of reviews highlight their efficiency and client-focused approach. Clients commend their ability to provide timely and tailored solutions.

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    Industry Experience

    XTIVIA has demonstrated expertise in the business services industry, particularly in payroll outsourcing and staffing solutions. Clients commend their exceptional response time, hands-on support, and the ability to enhance sales tracking, contributing to significant sales improvements of 25-27%. Overall sentiment highlights their reliability and effectiveness, making them a strong choice for organizations seeking CRM implementation and ongoing support in the business services sector.

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    Business services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients express high satisfaction with XTIVIA's cost-effectiveness and value for money. One client noted that they do not feel 'gouged' for support calls, highlighting the company's commitment to fair pricing. The implementation of SugarCRM has led to a significant sales increase of 25% to 27%, demonstrating the tangible value provided. Overall, clients appreciate the responsive service and ongoing support, reinforcing the perception that XTIVIA delivers substantial value relative to its costs.
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  • Evenbound Logotype

    4.9 8 reviews
    $10,000+
    $200 - $300 / hr
    10 - 49
    Grand Haven, MI

    Services provided

    35% CRM Consulting and SI
    30% Digital Strategy
    15% Web Design +2 services
    10% AI Consulting
    10% Demand Generation Marketing

    Evenbound is a CRM Consulting and Systems Integration firm highly praised for delivering comprehensive solutions such as CRM implementation, data migration, and marketing integration. With 100% of reviews highlighting their timeliness and effective project management, clients appreciate their personalized approach and deep industry understanding, which consistently results in increased leads and enhanced digital presence.

    See all 8 projects

    Reviews mention Efficient

    Clients consistently praise Evenbound for their efficiency in project management and timely deliverables. One client noted, 'Always deliver on time with efficiency!' while another highlighted their 'efficient, attentive' project management team that responds quickly to needs. Overall, the sentiment regarding Evenbound's efficiency is overwhelmingly positive, with clients appreciating their ability to meet deadlines and address concerns promptly.
    • Content & Social Media Marketing for Construction Co
      5.0 Sep 10, 2024

      Always deliver on time with efficiency! Evenbound's customer service was impressive, and they were always available to us!

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    • Conversion Optimization & Lead Gen for Construction Co
      4.5 Aug 23, 2024

      The project management team is efficient, attentive, and good at listening to our needs/concerns. They respond very quickly and are always eager to set up a call or meeting to help us out.

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    3 of 4 CRM Consulting and SI reviews are 5 stars
    2 new reviews for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Digital Marketing & Lead Gen for Commercial Adhesives Co

    5.0 — Evenbound provides digital marketing services for a commercial adhesives manufacturer. The team is responsible for migrating and integrating Salesforce data to HubSpot. They also generate leads for Read more
    Read 4 Reviews

    Industry Experience

    Evenbound has demonstrated strong expertise across various industries, including Real Estate, Chemicals & Biotechnology, Pharmaceuticals, Construction, Automotive, and Consumer Products. Clients commend their effective digital marketing strategies, project management, and responsive communication. Overall sentiment is positive, emphasizing Evenbound's deep industry knowledge, ability to deliver measurable outcomes, and a customer-centric approach. Potential clients in these sectors seeking comprehensive marketing solutions may find Evenbound to be an ideal partner.

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    Select Industry to see insights

    Real estate Chemicals & Biotechnology Pharmaceuticals Construction Automotive Consumer Products

    View projects from:

    Grand Rapids, Michigan (1) Norton Shores, Michigan (1) New York City, New York (1) Grand Haven, Michigan (1) Zeeland, Michigan (1) Sawyer, Michigan (1) Ada, Michigan (1) Jacksonville, Oregon (1)
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  • Velosio Logotype

    4.8 6 reviews
    $10,000+
    $100 - $149 / hr
    250 - 999
    Atlanta, GA

    Services provided

    20% CRM Consulting and SI
    60% ERP Consulting and SI
    10% BI & Big Data Consulting & SI +1 service
    10% Cloud Consulting & SI

    Velosio is an IT solutions provider specializing in Microsoft Dynamics, Teams, and SharePoint services. They receive predominantly positive feedback, with 100% of reviewers highlighting their expertise, responsiveness, and effective project management. Velosio is praised for delivering projects on time and offering tailored solutions, although one reviewer suggested an earlier assignment of experienced resources to avoid initial delays.

    See all 6 projects

    Reviews mention Accommodating

    Clients consistently praise Velosio for their accommodating nature, highlighting their responsiveness and willingness to go above and beyond. One client noted that their representative frequently makes on-site visits, demonstrating a strong commitment to the relationship. They particularly appreciate the tailored support provided during audits, with customized reports that streamline processes. Overall, the sentiment is overwhelmingly positive, with clients feeling well-supported and valued, stating, 'We’re kind of spoiled by them' due to their attentive service.
    • Trade Association GP Consulting
      5.0 Feb 11, 2013

      No, because we’re pretty needy. We’re needy every now and then. They’re just very accommodating to us, so I can’t say anything negative because we’re kind of spoiled by them. They really take care of us. It’s because of the relationship built during the years. We’ve grown a lot with them.

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    Industry Experience

    Velosio has garnered positive feedback across various industries, including Transportation, Software, Consumer Products, Construction, and Nonprofit. Clients praise their expertise in Microsoft Teams and Dynamics solutions, highlighting strengths in project management, responsiveness, and effective communication. In the Transportation sector, they successfully merged entities, while in Software, they excelled in transitioning to Teams Phones. Overall, sentiment is highly favorable, indicating that Velosio is well-suited for clients seeking robust support in technology integration and collaboration enhancements.

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    Select Industry to see insights

    Consumer Products Other Industry Transportation Software Construction Nonprofit

    Average Project Cost Breakdown

    $10,000 to $49,000 (3) Less than $10,000 (2)

    What Clients Have Said

    Clients generally perceive Velosio as providing good value for money, often highlighting their competitive pricing and effective project management. One client noted that Velosio's pricing fit their budget while maintaining high ratings, indicating a strong balance between cost and quality. Additionally, another client expressed satisfaction with the seamless transition and cost savings achieved during their project, underscoring Velosio’s ability to deliver substantial value within financial constraints.
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    Austin, Texas (1) Fort Worth, Texas (1) Morristown, New Jersey (1) Solon, Ohio (1) Arlington, Virginia (1) Altavista, Virginia (1)
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  • RevX Logotype

    4.8 18 reviews
    $1,000+
    $50 - $99 / hr
    10 - 49
    Bellevue, WA

    Services provided

    60% CRM Consulting and SI
    20% Marketing Strategy
    10% Low/No Code Development +1 service
    10% Web Development

    RevX is a CRM Consulting and SI firm that specializes in CRM Implementation and Integration. The company consistently maintains a high standard of communication, responsiveness, and timely delivery of projects, as noted by 100% of reviewers. Clients frequently commend RevX for their flexibility in problem-solving and their ability to provide cost-effective solutions, with 80% mentioning their alignment with budgetary constraints and company values.

    See all 18 projects
    3 of 3 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Consulting & SI for AI Skin Analysis Company

    5.0 —  Fractional CMO has developed a comprehensive MQL system for an AI skin analysis company. This has included integrating the scoring systems from the web, app, and other sources into Salesforce Read more
    Read 3 Reviews

    Industry Experience

    RevX demonstrates a strong track record in various industries, including Beauty & Cosmetics, Construction, Manufacturing, Education, Information Technology, Financial Services, and Consumer Products. Clients praise their expertise in Martech stack development, CRM implementation, and digital marketing, highlighting timely communication and project management. Overall sentiment is positive across these sectors, indicating RevX's ability to enhance marketing strategies and drive engagement, making them a viable option for clients seeking expertise in these domains.

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    Select Industry to see insights

    Food & Beverages Beauty & Cosmetics Construction Manufacturing Education Information technology Financial services IT Services Software Consumer Products Other Industry

    Average Project Cost Breakdown

    Less than $10,000 (7) $10,000 to $49,000 (5) $50,000 to $199,999 (2) $10,000,000 + (1)

    What Clients Have Said

    Clients consistently highlight Fractional CMO's pricing as fitting within their budgets while delivering good value for money. For instance, one client noted that the company's pricing aligned well with their financial constraints and offered excellent value. Another client echoed this sentiment, stating that the pricing was reasonable for the quality of services provided. Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients expressing satisfaction with the balance of cost and quality.
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    United States (8) India (7) Germany (1) Singapore (1)
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  • TechWize Logotype

    5.0 20 reviews
    $5,000+
    $25 - $49 / hr
    250 - 999
    New York, NY

    Services provided

    25% CRM Consulting and SI
    25% AI Development
    25% BI & Big Data Consulting & SI +1 service
    25% ERP Consulting and SI

    TechWize is a CRM Consultancy and Systems Integration company specializing in CRM Implementation, Integration, and Customer Relationship Management Consulting. They have received overwhelmingly positive reviews, with 100% of clients highlighting their expertise in CRM systems and timely project management. Reviewers frequently praise their professionalism, clear communication, and commitment to project success.

    See all 20 projects

    Industry Experience

    TechWize has demonstrated expertise across various industries, notably in Information Technology, Manufacturing, and Media. Clients consistently commend their proficiency in implementing CRM systems like Microsoft Dynamics and Salesforce, enhancing operational efficiency and data management. Feedback highlights their strong project management, timely deliveries, and effective communication. The overall sentiment is overwhelmingly positive, particularly for IT and Manufacturing sectors, indicating TechWize's capability to streamline processes and deliver tailored solutions across diverse business needs.

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    Select Industry to see insights

    IT Services Information technology Manufacturing Software Media

    Average Project Cost Breakdown

    $10,000 to $49,000 (4) Less than $10,000 (2) $50,000 to $199,999 (2)

    What Clients Have Said

    Clients consistently praised TechWize for providing good value for their investment, often highlighting that their pricing fit within budget constraints. For instance, one client noted spending approximately $17,000–$20,000 on a project that met their expectations. Another emphasized that TechWize's pricing was a significant factor in their selection, appreciating the alignment of cost and quality. Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of services rendered.
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    More responsive than most other service providers

    TechWize is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    India (6) Canada (1) Serbia (1) United Arab Emirates (1) United States (1)
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  • RSM Logotype

    5.0 11 reviews
    $1,000+
    $150 - $199 / hr
    50 - 249
    San Francisco, CA

    Services provided

    45% CRM Consulting and SI
    25% IT Managed Services
    20% Cloud Consulting & SI +1 service
    10% Other IT Consulting and SI

    RSM is a consultancy firm specializing in Salesforce implementation, customization, and integration projects. Across their reviews, clients commend RSM for their deep technical expertise, with over 90% of reviewers highlighting their ability to meet project deadlines and budgets. Around 80% of clients noted impressive project management and communication skills, contributing to their high satisfaction rates. RSM consistently demonstrates a client-focused approach, adapting to diverse industry needs and fostering strong, efficient partnerships.

    See all 11 projects

    Reviews mention Knowledgeable

    The overall sentiment regarding MondayCall's knowledge base is highly positive. Clients consistently commend the team's expertise in understanding complex business processes and translating them into functional Salesforce requirements. One client noted, "MondayCall has a strong knowledge base with their team," while another stated, "Their entire implementation team was extremely knowledgeable and guided us on how to use the Salesforce platform." Such feedback highlights the company's proficiency and effective communication throughout project execution.
    • Custom Event Sales & Booking Calendar for Travel Association
      5.0 Jul 13, 2020

      MondayCall has a strong knowledge base with their team. The MondCall team is able to understand complex business processes and translate them into functional requirements in Salesforce.

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    • Ongoing Sales Ops for Education Consulting Firm
      5.0 Apr 14, 2020

      I found everyone I have worked with to be not only very knowledgeable, but personable and friendly. We can refer, in internal team meetings, to MondayCall's project lead on a first name basis and people know who we're talking about. That's the level of relationship we are able to have.

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    • Salesforce Implementation
      5.0 Apr 22, 2020

      Mondaycall was fantastic to work with. Our project manager, Aisha, made sure we stayed on track to meet our deadlines. We worked a lot with their lead engineer, Tyler, to resolve any issues. Their entire team was easy to work with and very knowledgeable.

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    • Salesforce Implementation
      5.0 Apr 22, 2020

      Their entire team made it easy to work with. Our account manager, Jonathan, handled the sales process without being pushy. Their implementation team was extremely knowledgeable and guided us on how to use the Salesforce platform. The entire implementation team far exceeded my expectations.

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    Average Project Cost Breakdown

    $10,000 to $49,000 (4) $50,000 to $199,999 (2) Less than $10,000 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently praise MondayCall for their reasonable pricing and high value for money. One reviewer noted they completed a multi-year project under budget, while another highlighted that their engagement led to significant efficiency improvements without exceeding financial boundaries. Multiple clients emphasized the company's expertise and responsiveness, with one stating, "You get what you pay for...quality." Overall, sentiment towards the company's cost-effectiveness and value is overwhelmingly positive.
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    More responsive than most other service providers

    RSM is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    San Francisco, California (7) New York City, New York (1) Costa Mesa, California (1) Redwood City, California (1) Santa Ana, California (1)
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  • Plative Logotype

    4.7 3 reviews
    $10,000+
    $200 - $300 / hr
    50 - 249
    New York, NY

    Services provided

    40% CRM Consulting and SI
    40% ERP Consulting and SI
    10% AI Agents +1 service
    10% AI Consulting

    Plative, formerly known as Audaxium, is a solutions provider specializing in NetSuite and Salesforce integrations and support. They are commended for their professionalism, accessibility, and accountability, with approximately 90% of the feedback highlighting their business acumen and technical expertise. Clients appreciate their attention to detail and customer focus, though some suggest improvements in immediate availability for urgent matters.

    See all 3 projects

    Reviews mention Unique expertise

    Clients express high regard for Audaxium's unique expertise, highlighting their blend of technical knowledge and business acumen. One client noted, "They can take a complex problem and dismantle it until anyone can understand," emphasizing their ability to address both technical and macro business challenges. Another stated, "They’ve got technical expertise and business acumen," underscoring the rarity of such a combination. Overall, the sentiment towards their expertise is overwhelmingly positive, with clients appreciating their relatable and consultative approach.
    • NetSuite Support, Training & Custom Development for Technology Reseller
      4.0 Sep 27, 2013

      We’re in a unique situation because while we’re a technology company, we’re really a sales organization. The guys at Audaxium understand sales and they understand the implementation process. A lot of solution providers are nothing more than technologists. They know the code and the platform and they can definitely implement the system for you, but they can’t take it a step further and begin to make adjustments based on an understanding of your customers. That’s where Audaxium really shines. They’ve got technical expertise and business acumen. That’s difficult to find.

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    • Netsuite Support for Wholesaler
      5.0 Oct 16, 2013

      We’ve worked with some technology partners that might know the technical aspects better, but Audaxium also understands the business side. Their team is extremely relatable because they aren’t just code monkeys: they’re business experts on the whole. They can take a complex problem and dismantle it until anyone can understand what’s going on.

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    Industry Experience

    Plative has demonstrated expertise primarily in the Retail and Information Technology sectors. In Retail, clients praised their comprehensive understanding of business complexities alongside technical solutions, which facilitated seamless ERP support. In Information Technology, feedback highlighted their ability to enhance system integration and training, contributing to substantial growth and ROI for clients. Overall, sentiment is highly positive across both industries, indicating Plative's strength in delivering tailored solutions that align technical capabilities with business needs.

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    Select Industry to see insights

    Retail Information technology

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently express satisfaction with Audaxium's cost and value for money, noting that their services are reasonably priced relative to the expertise provided. One client highlighted monthly costs ranging from $1,000 to $10,000, emphasizing the quality of ongoing support received. Another client noted significant ROI after engaging Audaxium, indicating that their investment led to measurable business improvements. Overall, the sentiment reflects that Audaxium delivers valuable services that justify their pricing.
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    United States (2) Canada (1)
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  • Brightlark Logotype

    5.0 1 review
    $5,000+
    $100 - $149 / hr
    2 - 9
    Denver, CO

    Services provided

    85% CRM Consulting and SI
    15% Business Consulting

    Brightlark, formerly known as AdVision Marketing, is a digital marketing agency specializing in inbound marketing, paid search, and SEO services. Their reviews indicate a high level of client satisfaction, with 100% positive feedback praising their proactive approach and effective communication. Clients particularly appreciate their ability to reduce costs and increase lead volume, with a noted 400% decrease in cost per lead.

    See all 1 projects

    Industry Experience

    Brightlark has demonstrated expertise primarily in the IT Services sector, particularly for SaaS companies. Clients have praised their proactive approach, significantly reducing costs and increasing lead volume through effective inbound marketing strategies. The overall sentiment is highly positive, highlighting strong client relationships and effective communication. Potential clients in IT Services seeking robust marketing support, particularly in lead generation and CRM configuration, would find Brightlark to be a strong match for their needs.

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    Select Industry to see insights

    IT Services

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients generally perceive Brightlark as offering good value for money, with one reviewer noting a significant reduction in cost per lead by 400% and increased lead volume. The annual expenditure ranges from $10,000 to $50,000, which clients find justifiable given the results. Overall sentiment reflects satisfaction with both the cost-effectiveness and the personalized service provided, indicating that Brightlark is a reliable partner for marketing initiatives.
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  • Diaz & Cooper | Level350 Logotype

    4.9 4 reviews
    $10,000+
    $150 - $199 / hr
    10 - 49
    Palmetto Bay, FL

    Services provided

    35% CRM Consulting and SI
    20% Marketing Strategy
    15% Content Marketing +2 services
    15% Email Marketing
    15% Web Design

    Diaz & Cooper is a CRM Consulting firm specializing in CRM Systems Integration and optimization, particularly with HubSpot. Reviews highlight their precise project management, responsiveness, and expert team, contributing to improved SEO and lead generation. Overall, 100% of feedback is positive, with many clients praising their cultural fit and value for cost.

    See all 4 projects

    Reviews mention Easy to work with

    Clients consistently highlight Diaz & Cooper's exceptional ease of collaboration, noting their proactive approach to understanding client needs. One reviewer emphasized the team's constructive and insightful questions that contributed to an outstanding final product. Overall, the sentiment reflects a strong appreciation for their responsiveness and adaptability, with no reported areas for improvement, underscoring their commitment to client satisfaction.
    • Advertising, Marketing & Design for Arts & Education Center
      5.0 Oct 24, 2023

      Ease to work with and their willing to learn about our business as opposed to tell us. The team was constructive and insightful with questions that lead to an excellent end product.

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    1 of 2 CRM Consulting and SI reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot & Conversion Optimization for Mktg Solutions Co

    5.0 — Diaz & Cooper optimized and customized HubSpot for a marketing solutions company. They also ran conversion rate optimization and SEO analyses, implemented a lead scoring system, and created new Read more
    Read 2 Reviews

    Industry Experience

    Diaz & Cooper demonstrates expertise across various industries including Manufacturing, Consulting, Arts & Entertainment, and Education. Clients commend their proficiency in HubSpot optimization, digital marketing, and campaign development, reflecting a strong capacity for driving awareness and sales. The overall sentiment is highly positive, highlighting their professional management, client-focused culture, and impactful results, such as award-winning campaigns and successful student certifications. This makes them particularly well-suited for clients seeking innovative marketing solutions in these sectors.

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    Manufacturing Consulting Arts, entertainment & music Education

    Average Project Cost Breakdown

    Less than $10,000 (1) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently praise Diaz & Cooper for their competitive pricing and strong value for money. One client highlighted their 'great culture fit' and 'pricing fits our budget,' while another noted that their selection was influenced by 'good value for cost.' Overall sentiment reflects satisfaction with the deliverables received relative to the investment made, reinforcing Diaz & Cooper's reputation as a cost-effective choice for marketing solutions.
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  • Cirrius Solutions Logotype

    4.8 5 reviews
    $5,000+
    $100 - $149 / hr
    10 - 49
    Plymouth, MN

    Services provided

    50% CRM Consulting and SI
    30% Custom Software Development
    10% Enterprise App Modernization +1 service
    10% IT Strategy Consulting

    Cirrius Solutions is a strategic consulting firm specializing in Salesforce implementation and CRM solutions. Reviews highlight their flexibility, professional project management, and ability to integrate seamlessly with client teams. Approximately 90% of feedback emphasizes their strategic consultancy and adaptability. Clients appreciate their proactive communication, strong leadership, and the ability to handle complex projects, while maintaining a focus on continuous improvement and achieving client goals.

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    Reviews mention Autonomous

    Clients express a highly positive sentiment regarding Cirrius Solutions' autonomy and independence in project execution. One client noted, 'I don’t want to closely manage decisions,' highlighting the team's ability to work independently without extensive oversight. Additionally, the client emphasized trust in Cirrius Solutions, stating, 'I don’t have to worry one single bit that Cirrius Solutions will make a mistake.' Overall, the feedback reflects confidence in their capability to handle projects autonomously, contributing significantly to business processes.
    • Salesforce Development for Radio Station
      5.0 Nov 7, 2016

      I work with a few different vendors for various types of work. I use Cirrius Solutions for projects in which I don't want to closely manage decisions, set expectations, and so on. Most of Cirrius Solutions' team is able to work independently, with no handholding. Another area for which I use Cirrius Solutions is Apex source code changes. I don't have to worry one single bit that Cirrius Solutions will make a mistake.

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    Industry Experience

    Cirrius Solutions has garnered positive feedback across diverse industries, including law enforcement, advertising and marketing, information technology, business services, and media. Clients highlight their strategic consulting expertise, adaptability, and technical proficiency, particularly in Salesforce implementations. The overall sentiment reflects strong satisfaction with their collaborative approach and ability to address unique challenges. Organizations within these sectors seeking tailored CRM solutions, process optimization, or technical guidance would likely find Cirrius Solutions a suitable partner.

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    Select Industry to see insights

    Media Other Industry Advertising & marketing Information technology Business services

    Average Project Cost Breakdown

    $50,000 to $199,999 (2) $200,000 to $999,999 (1)

    What Clients Have Said

    Client feedback regarding Cirrius Solutions indicates a strong sentiment of value for money, with investments ranging from $67,000 to $500,000. Clients appreciated the team's flexibility and willingness to adapt to unique project requirements, emphasizing their proactive consulting approach. One client noted, 'We invested in their experience, and they helped us mature as an organization.' However, some suggested improvements in project management rigor to enhance efficiency further. Overall, clients perceive Cirrius Solutions as a valuable partner delivering quality services relative to their cost.
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    United States (4) England (1)
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  • Lake One Logotype

    4.1 5 reviews
    $5,000+
    $150 - $199 / hr
    2 - 9
    Osseo, MN

    Services provided

    40% CRM Consulting and SI
    20% Digital Strategy
    15% Marketing Strategy +5 services
    5% Content Marketing
    5% Pay Per Click
    5% Search Engine Optimization
    5% Web Design
    5% Web Development

    Lake One is a CRM Consulting and SI firm specializing in HubSpot implementation, CRM optimization, and marketing strategy support. Clients consistently praise their expertise, responsiveness, and seamless integration into teams. The reviews reflect 100% positive feedback, highlighting their project management, lead optimization, and the added value they provide beyond initial expectations.

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    Reviews mention Easy to work with

    Clients consistently highlight Lake One's ease of collaboration, noting their responsiveness and professionalism. One client emphasized their 'excellent to work with' nature, describing the team as 'responsive, creative, thorough, and super fun.' Another client praised their project management, stating that Lake One was 'incredible' and 'managed this project to perfection.' Overall, the sentiment reflects a strong appreciation for their friendly and knowledgeable approach, making them a preferred partner for various projects.
    • HubSpot & Digital Marketing Services for Cloud Storage Co
      5.0 Apr 7, 2023

      We are a small startup team and the LakeOne team has truly become embedded in our team. They are excellent to work with; responsive, creative, thorough, and super fun. They bring expertise in marketing as well as know HubSpot in every detail.

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    • HubSpot Implementation for ERP Optimization Firm
      5.0 Mar 23, 2023

      They were the perfect combination of incredibly professional, incredibly knowledgeable, and incredibly friendly and easy to talk to. As a consulting firm ourselves, we are very in tune with what good project management looks like. Lake One was incredible with their project management.

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    3 of 3 CRM Consulting and SI reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot & Digital Marketing Services for Cloud Storage Co

    5.0 — Lake One provides HubSpot implementation, PPC, SEO, and SMM services for a cloud storage company. The team also handles the client's email marketing and advises them on HubSpot best Read more
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    Average Project Cost Breakdown

    $10,000 to $49,000 (1) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients consistently highlight Lake One's excellent value for money, noting their comprehensive service offerings and expertise in marketing and HubSpot. One client emphasized the 'good value for cost,' while another remarked on Lake One's critical role in enhancing sales and marketing operations. Overall, the sentiment reflects satisfaction with the cost relative to the quality and breadth of services provided, with no significant complaints regarding pricing.
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    Baltimore, Maryland (1) Detroit, Michigan (1) Minneapolis, Minnesota (1) San Francisco, California (1)
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  • EBQ Logotype

    4.8 43 reviews
    $5,000+
    Undisclosed
    250 - 999
    Austin, TX

    Services provided

    20% CRM Consulting and SI
    40% Sales Outsourcing
    20% Email Marketing +2 services
    10% Call Center Services
    10% Other Digital Marketing

    EBQ is a CRM Consulting and SI company that specializes in CRM services, CRM systems integration, and lead generation. Clients praise their exceptional project management, timely delivery, and professionalism, with 100% of reviews highlighting these aspects. Their ability to exceed expectations and commitment to quality instills confidence, making them a trusted partner for CRM consultancy and integration projects.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews for EBQ highlight their effectiveness in generating high-quality sales leads, with a notable 50% conversion rate reported by a client in the telematics sector. Clients commend EBQ for their excellent response times, quality communication, and timely project management. One client specifically noted the alignment of company values and culture as key factors in their decision to engage EBQ, ultimately leading to successful sales meetings and closed deals. Overall sentiment is highly positive, with no areas for improvement identified.
    Read 1 Recent Review
    2 of 2 CRM Consulting and SI reviews are 5 stars
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Mgmt, Call Center & Blog Writing for IT Service Provider

    5.0 — EBQ provides B2B telemarketing services, content writing, and HubSpot administration for an IT service provider. The team finds and qualifies leads, conducts outbound calls, and writes SEO-optimized Read more
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    Industry Experience

    EBQ has demonstrated expertise across various sectors, including Information Technology, Financial Services, and Education. Clients commend their effective lead generation and appointment-setting capabilities, with metrics indicating substantial pipeline growth and high conversion rates. Positive feedback highlights EBQ’s strong project management, responsiveness, and adaptability. Overall, the sentiment is highly favorable, particularly in the IT and financial industries, signaling EBQ’s suitability for organizations seeking robust sales and marketing support.

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    Software IT Services Information technology Financial services Education Advertising & marketing Transportation Business services Nonprofit Other Industry Telecommunications Arts, entertainment & music
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  • ProperExpression Logotype

    5.0 12 reviews
    $5,000+
    $150 - $199 / hr
    10 - 49
    McLean, VA

    Services provided

    25% CRM Consulting and SI
    15% Advertising
    15% Content Marketing +3 services
    15% Digital Strategy
    15% Email Marketing
    15% Search Engine Optimization

    ProperExpression is a CRM Consulting and Systems Integration company renowned for its expertise in CRM implementation and integration. Across their reviews, a significant 90% of clients praised their timely delivery and effective project management. Notable feedback highlighted their ability to enhance CRM systems by reducing duplications by 80% and improving lead quality, showcasing their proficiency in CRM services and digital marketing strategies.

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    4 of 4 CRM Consulting and SI reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Web Dev, Design, CRM Consulting & SI for HealthTech Company

    5.0 — ProperExpression has developed and designed a WordPress website for a healthtech company. They've also implemented SEO techniques and built a HubSpot from scratch with email automation and a Read more
    Read 4 Reviews

    Industry Experience

    ProperExpression has demonstrated expertise across several industries, including Healthcare, Education, Advertising & Marketing, and Software. Clients commend their effective digital marketing strategies, lead generation, and CRM implementations, particularly within Healthcare and Education sectors, noting significant improvements in ROI and customer acquisition. The overall sentiment reflects a strong appreciation for ProperExpression's collaborative approach, deep industry knowledge, and ability to deliver measurable results, making them a suitable partner for organizations seeking to enhance their marketing efforts.

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    Healthcare Education Advertising & marketing Software Engineering Other Industry Politics Information technology

    More responsive than most other service providers

    ProperExpression is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

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    United States (8) Costa Rica (1) France (1) New Zealand (1) Portugal (1)
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  • Ledgeview Partners Logotype

    4.8 2 reviews
    Undisclosed
    Undisclosed
    50 - 249
    Appleton, WI

    Services provided

    50% CRM Consulting and SI
    30% Business Consulting
    20% Marketing Strategy

    Ledgeview Partners is a specialized CRM development firm noted for its customization and integration services. Across reviews, 100% of clients praised their ability to tailor solutions to meet specific needs, enhancing workflow and user-friendliness. Clients highlighted their effective project management and collaborative approach, leading to improved data management and sales processes. The firm is lauded for its experienced team and client-centric focus.

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    Reviews mention Collaborative

    Ledgeview Partners is highly regarded for their collaborative approach, as highlighted by a client who noted their seamless integration and effective communication throughout the project. The client emphasized Ledgeview's willingness to engage deeply, stating that they felt like 'a good partner' and appreciated their proactive identification of issues. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction in the collaborative efforts that led to successful project outcomes.
    • CRM Consulting & Dev for Manufacturing Firm
      5.0 Aug 29, 2018

      They were willing to put their best people forward and created conversations and collaborations with us to our advantage. They helped identify problems we didn’t know we had and saved us a lot of time and user frustration. We had bi-weekly sprint sessions over the phone and would email regularly.

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    Industry Experience

    Ledgeview Partners has demonstrated expertise in the financial services and manufacturing industries, receiving positive feedback across both sectors. In financial services, they successfully customized a CRM solution that streamlined workflows and improved data management. Similarly, in manufacturing, they enhanced visibility in the sales pipeline through tailored CRM functionalities, earning praise for their collaborative approach and user-friendly systems. Overall, sentiment is highly favorable, indicating Ledgeview Partners' ability to effectively address industry-specific challenges.

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    Select Industry to see insights

    Financial services Manufacturing

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Clients of Ledgeview Partners report a strong alignment of cost with value, often highlighting the effectiveness of their customized solutions. One client noted an investment of approximately $50,000, stating that the engagement saved them time and user frustration. Another emphasized that they would have saved money had they partnered with Ledgeview first, describing them as 'the best company' they consulted. Overall, feedback indicates that clients perceive Ledgeview's services as a worthy investment that enhances operational efficiency.
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  • Configero Logotype

    4.8 5 reviews
    $10,000+
    $150 - $199 / hr
    10 - 49
    Atlanta, GA

    Services provided

    50% CRM Consulting and SI
    15% Custom Software Development
    10% Cloud Consulting & SI +3 services
    10% Web Design
    8% Enterprise App Modernization
    7% Mobile App Development

    Configero is a Salesforce consultancy specializing in CRM solutions and data integration services. Reviews highlight their deep expertise in Salesforce, with clients praising their ability to customize complex systems quickly and efficiently. Positive feedback dominates, with approximately 90% of reviewers noting their impressive project management and commitment to client success. Clients also appreciate Configero's ability to deliver measurable results, such as enhanced visibility and process automation.

    See all 5 projects

    Reviews mention Easy to work with

    The overall sentiment regarding Configero is highly positive, with clients consistently highlighting their ease of collaboration. One client noted that Configero's team is 'extremely easy to work with,' demonstrating attentiveness by making thoughtful suggestions and addressing potential pitfalls. Their effective communication and willingness to adapt to project needs were also praised. Another client emphasized the personal connection with the team, stating they felt very comfortable with the consultants, which contributed to a successful working relationship.
    • Cyber Security Systems Salesforce Integration
      5.0 May 8, 2013

      Absolutely, 100 percent for all aspects. They are extremely easy to work with. They’ll listen. Then they’ll make suggestions. And they’re also not afraid to say, 'But if you do it that way, here’s the pitfalls.' It’s nice to have that. Even if it doesn’t make sense, they’re not just going to do it because that’s what’s requested.

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    • Cyber Security Systems Salesforce Integration
      5.0 May 8, 2013

      We were very comfortable with Bradley and Jody after interviewing two companies. They were very professional. They talked about their company and then they listened to what we were looking for.

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    • Cyber Security Systems Salesforce Integration
      5.0 May 8, 2013

      No. I’m the one that works with them more closely than anyone else in the company. We hope that I would pick up on something like that, but they’re great. They’re my first thought for anything that I need to do. They will teach my company how to do things on our own so we aren’t reliant on vendors.

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    Industry Experience

    Configero has demonstrated robust expertise across various industries, including Manufacturing, Transportation, and Network Security, providing solutions primarily focused on Salesforce implementation and customization. Manufacturing clients noted significant improvements in data management and project tracking, while Transportation clients highlighted enhanced visibility and efficiency in sales operations. Overall sentiment indicates strong satisfaction with Configero's project management, communication, and technical capabilities. Clients recommend the firm for companies in need of tailored Salesforce solutions and integration services, especially within the sectors of manufacturing and logistics.

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    Transportation Manufacturing IT Services Other Industry

    Average Project Cost Breakdown

    $10,000 to $49,000 (3) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients generally perceive Configero as providing good value for money, with investments ranging from $15,000 to $100,000 depending on project scope. One client noted that their $30,000 investment yielded significant efficiencies and ROI within a year, while another emphasized that Configero's pricing was reasonable for the comprehensive solutions delivered. Overall sentiment reflects satisfaction with their cost-effectiveness, project management, and responsiveness, suggesting that clients feel they receive substantial returns on their investment.
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    Atlanta, Georgia (2) Alpharetta, Georgia (1) San Ramon, California (1) Lithonia, Georgia (1)
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  • Equals11 Logotype

    4.8 8 reviews
    $25,000+
    $100 - $149 / hr
    10 - 49
    Charlotte, NC

    Services provided

    30% CRM Consulting and SI
    20% IT Managed Services
    15% IT Staff Augmentation +3 services
    15% Low/No Code Development
    10% AI Agents
    10% AI Development

    Equals 11 is a CRM Consultancy specializing in CRM Implementation and CRM SI services. They consistently deliver high-quality, timely, and budget-conscious outcomes, with 90% of reviews highlighting their professionalism and culture fit. Their approach is notably high-touch, responsive, and tailored, with 80% of clients commending their capacity to align solutions with business needs and foster meaningful customer relationships.

    See all 8 projects

    Reviews mention Great project management

    Clients have consistently praised Equals 11 for their excellent project management, highlighting timely meetings and professional conduct. One client noted that the team listened carefully to their needs and delivered all project milestones effectively, demonstrating extensive knowledge of Salesforce. The overall sentiment reflects high satisfaction, with clients expressing appreciation for the team's commitment to meeting objectives and their ability to foster a collaborative environment.
    • IT Strategy & Consulting for Government Contracting Firm
      5.0 Oct 24, 2023

      Equals 11's project management was excellent. There were a few meetings up front to discuss the goals. Equals 11 listened carefully and respectfully. In the implementation phase, the meetings were started for the near future after the initial meetings. The meetings were always on time, the team was always extremely professional, and they met all deliverables.

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    1 of 1 reviews is 5 stars
    1 new review for CRM Consulting and SI services
    $1,000,000 – $9,999,999 avg. project cost

    Reviewed 1 time in the past 6 months

    In recent reviews, clients praised Equals11 for their strong alignment with company values and culture, highlighting their effective project management and timely delivery of Salesforce and SAP integration solutions. One client noted the 'very high touch' approach, emphasizing the personal attention received during the project. Overall sentiment reflects a high level of satisfaction, with no reported areas for improvement.
    Read 1 Recent Review
    4 of 6 CRM Consulting and SI reviews are 5 stars
    2 new reviews for CRM Consulting and SI in past 6 months
    $50,000 – $199,999 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Salesforce CRM Consulting for Palm Oil Machinery Company

    4.5 — Equals 11 provides CRM consulting services for a palm oil machinery company. The team manages the client's Salesforce platform. Read more
    Read 6 Reviews

    Average Project Cost Breakdown

    $10,000 to $49,000 (3) $50,000 to $199,999 (3) Less than $10,000 (1) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently highlight Equals 11's competitive pricing and value for money, often noting that the costs align well with their budgets. One client remarked that Equals 11 matched their fixed fee while delivering on time and under budget, which led to significant cost savings by avoiding unnecessary builds. Overall, the sentiment is positive, with clients appreciating the high-quality deliverables and responsiveness despite their budget constraints.
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  • C5 Insight Logotype

    5.0 2 reviews
    Undisclosed
    $150 - $199 / hr
    10 - 49
    Charlotte, NC

    Services provided

    55% CRM Consulting and SI
    25% Custom Software Development
    20% ECM Consulting and SI

    C5 Insight is a consultancy specializing in CRM solutions and support, particularly with Salesforce.com, Microsoft Dynamics CRM, and SharePoint. Reviews highlight their professionalism, flexibility, and deep expertise, with 100% of clients expressing satisfaction. They are praised for responsive service and effectively integrating into client teams, exceeding expectations and fostering long-term relationships.

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    Reviews mention Exceeds expectations

    C5 Insight has consistently exceeded client expectations, particularly noted for their exceptional support during the upgrade from Microsoft CRM version 4.0 to 2011. Clients praised their CRM practice manager, Paul Boyano, for his outstanding expertise and responsive service. Feedback highlighted the firm's accessibility and the personalized attention they provide, making clients feel valued and supported. Overall, C5 Insight has been recognized as a reliable partner, delivering results with minimal issues and a strong commitment to client satisfaction.
    • Accounting Firm Microsoft CRM Upgrade
      5.0 May 3, 2013

      The support from C5 and their role far exceeded my expectations, particularly their CRM practice manager, leader, and director Paul Boyano – that guy is phenomenal. He's really good, and we've been very happy. We've had virtually no issues whatsoever. I expected at least some growing pains in terms of things not working or things of that nature.

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    Industry Experience

    C5 Insight has demonstrated expertise across the Consulting and Business Services industries, providing tailored CRM support and technical solutions for organizations like Morehead Associates and a leading accounting firm. Clients commend C5 for their professionalism, responsiveness, and ability to adapt to unique business needs, significantly enhancing operational efficiency and client self-sufficiency. Overall, C5 is recognized as a valuable partner in facilitating technology upgrades and ongoing support, making them well-suited for firms seeking reliable CRM and technical consulting services.

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    Consulting Business services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed high satisfaction with C5 Insight's cost-effectiveness and value for money. One client noted their flexibility in crafting agreements that meet specific needs, highlighting the reasonable costs associated with their services over a long-term partnership. Another client praised C5 for providing exceptional support without excessive billing for inquiries, reinforcing the perception of great value. Overall, feedback indicates that C5 delivers professional expertise and responsive service that justifies their pricing.
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  • 'EUDOKIA' Technologies Limited Logotype

    5.0 2 reviews
    $5,000+
    $100 - $149 / hr
    2 - 9
    New York, NY

    Services provided

    60% CRM Consulting and SI
    15% ERP Consulting and SI
    15% IT Strategy Consulting +1 service
    10% BI & Big Data Consulting & SI

    'EUDOKIA' Technologies Limited is a CRM Consulting and Systems Integration company specializing in CRM Implementation and Integration services. The reviews highlight their expertise in Microsoft Dynamics and their commendable project management, with 100% of feedback being positive. Clients appreciated their user adoption strategies and effective communication, ensuring seamless CRM system integration and enhanced business operations.

    See all 2 projects
    2 of 2 CRM Consulting and SI reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    CRM Implementation for Digital Marketing Agency

    5.0 — Eudokia Technologies provides custom software development services for a digital marketing agency. The team's main task is to implement Microsoft Dynamics 365 CRM for the client's organization. Read more
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    Industry Experience

    EUDOKIA Technologies Limited has received positive feedback across multiple industries, notably in Advertising & Marketing and Financial Services. Clients commend their expertise in implementing Microsoft Dynamics, custom development, and user adoption strategies. In the Advertising sector, they streamlined processes and improved lead management, while in Financial Services, they enhanced CRM efficiency and expedited reporting. Overall, the sentiment highlights EUDOKIA's strong project management, timely delivery, and commitment to ensuring client success, making them well-suited for these industries.

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    Select Industry to see insights

    Advertising & marketing Financial services

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    South Africa (1) United States (1)

    New York, NY

    425 Park Ave S
    New York, NY 10016

    2 - 5

    +16289006215

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  • Mole Street Logotype

    5.0 17 reviews
    $10,000+
    $200 - $300 / hr
    10 - 49
    West Chester, PA

    Services provided

    35% CRM Consulting and SI
    35% Web Development
    15% Conversion Optimization +3 services
    5% Digital Strategy
    5% Marketing Strategy
    5% Search Engine Optimization

    Mole Street is a versatile digital marketing agency specializing in services such as content marketing, SEO, website redesign, and digital advertising. The company's strengths are reflected in its capacity to deliver high-quality output akin to larger agencies, with a 98% approval rate among reviewers. Clients frequently commend Mole Street for their strategic approach and collaborative spirit, with 85% highlighting their effective project management and communication skills.

    See all 17 projects

    Reviews mention Professional

    Overall, clients express a strong sentiment of professionalism regarding Mole Street's services. Reviewers highlight their promptness, responsiveness, and structured project management. For instance, one client noted their excellent balance between marketing expertise and the unique needs of their business. Another client emphasized that Mole Street's team was always professional and provided valuable insights that transformed their strategies. Despite minor challenges, feedback consistently reflects a positive experience, underscoring their commitment to client success.
    • Web Dev & Video Production for VR Police Training Co.
      5.0 Apr 16, 2020

      They were absolutely perfect. They were always prompt, professional, and responsive.

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    • SEO Enablement for Lead Generation Agency
      5.0 Mar 26, 2020

      Everything has been good. Their communication is great and our calls are well-structured. We really enjoy working with them and they’re great professionals.

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    • Web Design & Digital Marketing for Fashion Company
      5.0 Mar 13, 2020

      Brendan is really great at helping me get my message across. He understands what my mission and purpose are, and what I need to put in my content to be able to take it to the next level. Their communication skills are spot-on. They’re really professional, engaging, and overall great people, which can be hard to find these days.

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    • Web Dev & Digital Marketing for Event Incentives Agency
      5.0 Mar 25, 2020

      Mole Street is a breath of fresh air. They’re professionals, and they’re specialists. They put time, effort, and pride into understanding our business and its language. The team was able to take our communications and deliver it to our audience in a powerful, effective way. Mole Street got in the mind of our clients, choosing keywords that really helped us get ahead quickly and surpass even our most established competitors.

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    Industry Experience

    Mole Street demonstrates significant expertise across various industries, including Financial Services, Education, and IT Services. Clients consistently commend their strategic approach to content marketing, SEO optimization, and project management. In Financial Services, they supported a fintech company in enhancing web traffic and content quality. In Education, they developed comprehensive marketing campaigns that improved enrollment and engagement. Overall, Mole Street is recognized for delivering high-quality results, making them an excellent fit for clients in these sectors seeking innovative marketing solutions.

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    Select Industry to see insights

    Financial services Education Software Arts, entertainment & music Business services Legal Government IT Services Information technology Advertising & marketing Hospitality & leisure Healthcare

    Average Project Cost Breakdown

    $10,000 to $49,000 (8) $50,000 to $199,999 (7) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients have consistently praised Mole Street for providing high-quality services at competitive pricing, often noting that their output rivals that of larger agencies. One client highlighted that Mole Street won their RFP based on cost and quality, while another stated they received great value for their investment of $20,000 to $40,000. Overall sentiment leans positive, with many clients expressing satisfaction regarding the return on investment and the effective project management, despite some mentioning delays in project delivery.
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    United States (16) Australia (1)
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  • Lead Love Logotype

    5.0 8 reviews
    $5,000+
    $150 - $199 / hr
    2 - 9
    Los Angeles, CA

    Services provided

    50% CRM Consulting and SI
    20% IT Managed Services
    15% Account-Based Marketing +3 services
    5% Conversion Optimization
    5% Low/No Code Development
    5% Web Development

    Lead Love is a CRM Consulting company specializing in CRM Implementation, CRM Integration, and Customer Relationship Management Integration services, primarily using the HubSpot platform. Reviews indicate that 100% of clients appreciate their responsiveness, technical expertise, and ability to exceed project expectations, with no areas for improvement noted. Over 75% highlighted their comprehensive knowledge of HubSpot, contributing significantly to streamlined business processes and effective CRM systems integration.

    See all 8 projects
    4 of 4 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    Less than $10,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    HubSpot Consulting for Beauty Technology Firm

    5.0 — Lead Love provided HubSpot consulting to a beauty technology firm. They guided the client with customer lifecycle mapping, campaign development, CTA tool utilization, test development, and report Read more
    Read 4 Reviews

    Industry Experience

    Lead Love demonstrates significant expertise across multiple industries, including Human Resources, Nonprofit, Automotive, Software, Education, Financial Services, Business Services, and Beauty. Clients consistently commend their responsiveness, technical acumen, and innovative strategies tailored to specific sector needs. Overall sentiment is highly positive, with notable strengths in CRM implementation, marketing automation, and project management. Organizations seeking to enhance their marketing efforts and operational efficiencies across these industries would benefit from Lead Love's specialized knowledge and customer-centric approach.

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    Select Industry to see insights

    Human Resources Nonprofit Automotive Software Education Financial services Business services Beauty

    Average Project Cost Breakdown

    $10,000 to $49,000 (4) Less than $10,000 (2)

    What Clients Have Said

    Clients consistently express satisfaction with Lead Love's cost-effectiveness and value for money. For instance, one client noted that Lead Love's pricing fit their budget while delivering excellent results. Another client emphasized the fair pricing and the high quality of service received, stating that they received more than promised for their investment. Overall, the sentiment is overwhelmingly positive, with clients appreciating the combination of competitive pricing and high-quality deliverables.
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    Marietta, Georgia (1) Johnson City, Tennessee (1) New York City, New York (1) Los Angeles, California (1) Oakland, California (1) San Francisco, California (1) San Mateo, California (1) Greenwood Village, Colorado (1)
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  • Robots & Pencils Logotype

    5.0 3 reviews
    $25,000+
    $100 - $149 / hr
    50 - 249
    Cleveland, OH

    Services provided

    15% CRM Consulting and SI
    25% Custom Software Development
    25% Mobile App Development +2 services
    25% UX/UI Design
    10% AI Development

    Robots & Pencils is a technology consulting firm specializing in Salesforce development and integration. The company is praised for its adaptability and comprehensive expertise in complex business systems, with positive feedback regarding their communication and project management skills. Approximately 80% of reviewers highlight their effective handling of evolving project requirements, though some note initial reliance on external contractors.

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    Industry Experience

    Robots & Pencils has demonstrated strong expertise in the Transportation industry, particularly in enhancing Salesforce implementations. Client feedback highlights their adaptability, effective communication, and comprehensive understanding of complex business needs. Their ability to integrate various systems and streamline processes within Salesforce has significantly improved operational efficiency. Overall sentiment indicates a positive experience, making them a suitable partner for companies in the Transportation sector seeking technology and process optimization.

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    Transportation

    Average Project Cost Breakdown

    $200,000 to $999,999 (1)

    What Clients Have Said

    Clients have generally found Robots & Pencils to offer good value for money, particularly appreciating their adaptability and thorough understanding of complex systems. One client noted the company's expertise in Salesforce integration as a key factor in their decision, highlighting the successful transition of sales processes into a unified system. However, there were concerns regarding the initial lack of in-house resources, which led to the use of contractors unfamiliar with the company's standards.
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  • Perfect Afternoon Logotype

    5.0 20 reviews
    $5,000+
    $150 - $199 / hr
    10 - 49
    Pleasant Ridge, MI

    Services provided

    25% CRM Consulting and SI
    20% Search Engine Optimization
    15% Web Design +4 services
    15% Web Development
    10% E-Commerce Development
    10% Pay Per Click
    5% Content Marketing

    Perfect Afternoon is a versatile web development and digital marketing agency that excels in creating user-friendly websites and implementing effective SEO and PPC strategies. Reviews highlight their commitment to deadlines, strong communication, and personalized service, with approximately 90% positive feedback noting their creativity and understanding of client needs. Their expertise in improving website functionality and generating leads is consistently praised across multiple reviews.

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    Reviews mention Great team

    Clients express strong satisfaction with Trademark Productions, highlighting their team as a significant asset. One client noted their account manager's exceptional availability and support, stating, 'Danielle's leadership makes us feel like Trademark is not a vendor, they are part of our team.' Additionally, the creative director's ability to execute aesthetic visions was praised, with a client remarking on the impressive website outcome. Overall, the sentiment reflects a high level of confidence in the team's capabilities and commitment.
    • Web Dev, Branding & Digital Marketing for Automotive Company
      5.0 Sep 20, 2021

      Dwight, their leader, is a visionary. He can see 3 years into the future of my company the way our founding team does - unlike most of our other stakeholders - without explanation from our team. Danielle is everything you want out of an account manager. She is available, consistent, and supportive. We are in the trenches together. Danielle's leadership makes us feel like Trademark is not a vendor, they are part of our team. Tyler, their creative lead, has incredible taste. Describing "the look" you want is one thing. Executing the aesthetic that describes the mood, tone, emotion, etc that we are going for is another. All you have to do is look at our website. Good look making a better site that he did!

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    Average Project Cost Breakdown

    $10,000 to $49,000 (6) $50,000 to $199,999 (6) Less than $10,000 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients consistently highlight the cost-effectiveness and value provided by Perfect Afternoon. One client noted their pricing fit well within budget while delivering a quality product, stating, "Good value for cost." Another emphasized their ability to meet tight deadlines and provide high-quality results, reinforcing the sentiment of excellent value. Overall, reviewers express satisfaction with the company's pricing relative to the quality of work delivered, indicating a strong return on investment.
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    More responsive than most other service providers

    Perfect Afternoon is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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    United States (19) Mexico (1)
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  • Traction Consulting Group Logotype

    4.9 18 reviews
    $10,000+
    $150 - $199 / hr
    10 - 49
    Wixom, MI

    Services provided

    25% CRM Consulting and SI
    20% BI & Big Data Consulting & SI
    20% Custom Software Development +3 services
    15% ERP Consulting and SI
    10% Mobile App Development
    10% Web Design

    Traction Consulting Group is a consulting firm specializing in ERP and CRM solutions, particularly with Odoo systems, and offers data services, system integration, and business process optimization. Reviews indicate a 100% positive feedback rate, highlighting their effective communication, on-time delivery, and ability to handle complex projects remotely. Approximately 90% of reviewers commend their responsiveness and proactive approach to project management.

    See all 18 projects

    Reviews mention Team players

    Clients commend Traction Consulting Group for their collaborative approach and team-oriented mindset. One client highlighted their cohesive teamwork, stating, 'They work together as a cohesive team, play on each other’s strengths, and make sure that the job gets done by whoever is best to do it.' Overall sentiment reflects strong satisfaction with their responsiveness and support, with clients appreciating their availability and commitment to addressing issues promptly.
    • CRM Implementation & Support for Global Staffing Firm
      5.0 Jul 2, 2021

      We also work personally with the owner, so when something is complex, Traction Consulting Group scales the issue to him, and he gives me a call. They work together as a cohesive team, play on each other’s strengths, and make sure that the job gets done by whoever is best to do it so that we don’t spend extra money.

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    Industry Experience

    Traction Consulting Group has received positive feedback across multiple industries, including Business Services, Healthcare, Education, Automotive, and Manufacturing. Clients commend their expertise in implementing ERP and CRM systems, particularly Odoo and Salesforce, while emphasizing their responsiveness and effective communication. The overall sentiment is highly favorable, with clients noting significant improvements in workflow efficiency, project management, and customer service. Companies seeking expertise in digital transformations, data integration, and customized software solutions would find Traction Consulting Group to be a suitable partner.

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    Consumer Products Business services Education Transportation Energy & natural resources Nonprofit Financial services Automotive Healthcare IT Services Manufacturing Other Industry

    Average Project Cost Breakdown

    $50,000 to $199,999 (8) $10,000 to $49,000 (6) $200,000 to $999,999 (2)

    What Clients Have Said

    Clients consistently highlight Traction Consulting Group's competitive pricing as a key factor in their selection, often noting it as a fit for their budget and a source of good value for money. For instance, one client appreciated their project being delivered on time and on budget while another noted that Traction's costs were significantly lower than competitors, yet they provided high-quality service. Overall, the sentiment reflects satisfaction with both the affordability and the quality of the services provided.
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    Detroit, Michigan (7) Warren, Michigan (2) Addison, Texas (1) Grand Rapids, Michigan (1) Jackson, Michigan (1) Lansing, Michigan (1) Livonia, Michigan (1) Troy, Michigan (1) New York City, New York (1) Sturgis, Michigan (1)
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  • Cymetrix Software Logotype

    4.9 5 reviews
    $10,000+
    $25 - $49 / hr
    50 - 249
    San Francisco, CA

    Services provided

    20% CRM Consulting and SI
    10% AI Consulting
    10% AI Development +6 services
    10% AR/VR Development
    10% BI & Big Data Consulting & SI
    10% Custom Software Development
    10% Generative AI
    10% Low/No Code Development
    10% Web Design

    Cymetrix Infotech Inc. is a CRM consulting firm specializing in CRM implementation and systems integration. The reviews highlight their robust technical expertise, with 100% of clients appreciating their unique solutions for CRM development and integration. They are praised for their responsiveness and project management, with no areas for improvement noted, suggesting a high satisfaction rate among clients.

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    1 of 2 CRM Consulting and SI reviews are 5 stars
    Unknown avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Custom Software Dev for Branding & Marketing Agency

    5.0 — Cymetrix Software provided custom software development for a branding and marketing agency. They built a Salesforce application and integrated a security model. Read more
    Read 2 Reviews

    Industry Experience

    Cymetrix Software has garnered positive feedback across various industries, including advertising & marketing, information technology, and other sectors. Clients highlighted their expertise in data integration, CRM solutions, and custom analytics applications, commending their responsiveness, project management skills, and ability to deliver tailored solutions on time. Overall, Cymetrix's strengths lie in enhancing data-driven decision-making and operational efficiency, making them a suitable partner for businesses seeking innovative technology solutions in marketing, IT, and customer relationship management.

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    Select Industry to see insights

    Information technology Research Human Resources Advertising & marketing

    Average Project Cost Breakdown

    $50,000 to $199,999 (1)

    What Clients Have Said

    Cymetrix Software consistently receives positive feedback regarding their pricing and value for money. Clients noted that Cymetrix's pricing fit within their budgets while delivering good value, with one client stating they appreciated the 'good value for cost.' Another highlighted their ability to deliver high-quality solutions within the promised fixed cost. Overall, the sentiment reflects satisfaction with Cymetrix's cost-effectiveness and commitment to providing exceptional service without exceeding budget constraints.
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    More responsive than most other service providers

    Cymetrix Software is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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  • Pumex Computing, LLC Logotype

    5.0 8 reviews
    $10,000+
    $50 - $99 / hr
    10 - 49
    Laurel, MD

    Services provided

    30% CRM Consulting and SI
    20% Custom Software Development
    20% IT Staff Augmentation +3 services
    10% Low/No Code Development
    10% Mobile App Development
    10% Web Development

    Pumex Computing, LLC is a versatile software development company specializing in web development, custom software solutions, and Salesforce support. With a commitment to meeting deadlines and maintaining clear communication, Pumex achieves high client satisfaction, evidenced by consistent positive feedback—100% of reviews highlight their effective project management and leadership involvement. Clients particularly appreciate their ethical standards and responsiveness, which foster trusted partnerships.

    See all 8 projects

    Reviews mention Communicative

    Clients have consistently highlighted Pumex Computing, LLC's strong communication skills as a key factor in their project success. One client noted, 'Communications were clear and frequent,' while another emphasized the 'excellent' communication process that was 'inclusive and approachable.' The involvement of leadership and the use of various communication tools, including video conferencing and messaging apps, contributed to a collaborative environment, fostering timely project completion and client satisfaction.
    • Custom Software Dev for Nonprofit Organization
      5.0 Feb 15, 2022

      Communications were clear and frequent. Working in multiple time zones didn't impede progress or communications. Depending on the purpose of the communications, information was provided in writing, then verbalized. We regularly used video conferencing, a messaging app, and email to stay in touch.

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    • Custom Software Dev for Healthcare Service Provider
      5.0 Feb 3, 2022

      The management style was inclusive and approachable and used a project management communication tool. The communication process was excellent.

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    Industry Experience

    Pumex Computing, LLC has demonstrated expertise across various industries, including healthcare, nonprofit, and insurance. Clients commend their strong project management, effective communication, and collaborative approach. In healthcare, they successfully modernized applications and improved process documentation. Nonprofit organizations value their talent in integrating complex databases and enhancing website functionality. In the insurance sector, they excelled in maintaining and developing web platforms efficiently. Overall, Pumex is well-suited for projects requiring custom software development, project management, and technical integration.

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    Select Industry to see insights

    Nonprofit Healthcare Business services Insurance

    Average Project Cost Breakdown

    $200,000 to $999,999 (3) $50,000 to $199,999 (2) Less than $10,000 (1)

    What Clients Have Said

    Overall, clients express a positive sentiment regarding Pumex Computing, LLC's cost and value for money. Multiple reviews highlight their reasonable pricing and flexible terms, with one client noting significant benefits from a proposed pricing model tailored to their project's development. Another client emphasized the excellent value received for their investment, particularly in terms of quality and timely delivery. Overall, Pumex is recognized for providing high-quality services that align well with client budgets.
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    Annapolis, Maryland (1) Baltimore, Maryland (1) Rockville, Maryland (1) San Francisco, California (1) Denver, Colorado (1) Issaquah, Washington (1) Vienna, Virginia (1) Kensington, Maryland (1)
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  • Quisitive Logotype

    4.9 15 reviews
    $25,000+
    $50 - $99 / hr
    1,000 - 9,999
    Irving, TX

    Services provided

    10% CRM Consulting and SI
    25% Cloud Consulting & SI
    15% IT Managed Services +7 services
    10% AI Agents
    10% Cybersecurity
    10% ERP Consulting and SI
    5% AI Consulting
    5% AI Development
    5% BI & Big Data Consulting & SI
    5% Generative AI

    Quisitive, operating previously as Menlo Technologies, is a software development company known for its expertise in web and mobile app development, cloud migration, and data solutions. Their reviews highlight a consistent theme of effective communication, timely delivery, and technical proficiency, with over 90% of feedback being positive. Many clients valued their responsiveness and collaborative approach, with approximately 80% of reviewers praising their project management skills.

    See all 15 projects

    Industry Experience

    Quisitive has demonstrated expertise across diverse industries, including Financial Services, Automotive, Advertising & Marketing, and Manufacturing. Clients commend their strong communication, agile project management, and ability to understand complex needs, resulting in effective solutions that enhance operational efficiency and user experience. Overall sentiment reflects high satisfaction, especially in Automotive and Financial Services, where their technical proficiency significantly impacts business outcomes. Quisitive is particularly well-suited for companies seeking tailored software solutions in these sectors.

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    Other industries Automotive Financial services Advertising & marketing Arts, entertainment & music Information technology Business services Manufacturing

    Average Project Cost Breakdown

    $50,000 to $199,999 (5) $10,000 to $49,000 (2) $200,000 to $999,999 (2) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Overall, clients express positive sentiment regarding Menlo Technologies' cost-effectiveness and value for money. Multiple reviews highlighted their competitive pricing and strong deliverables, with one client noting they received high-quality work for a budget of $80,000. Another emphasized that Menlo's services generated significant impact at a reasonable price point. Clients appreciated the responsiveness and project management skills, often stating that the investment was justified by successful outcomes and timely delivery.
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    More responsive than most other service providers

    Quisitive is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

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    San Francisco, California (4) New York City, New York (2) Palo Alto, California (2) Frederick, Maryland (1) Indianapolis, Indiana (1) San Diego, California (1) Santa Clara, California (1) Santa Rosa, California (1) Lexington, Kentucky (1) Shell, Wyoming (1)
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  • New Perspective Marketing Logotype

    4.9 10 reviews
    $5,000+
    $150 - $199 / hr
    10 - 49
    Worcester, MA

    Services provided

    10% CRM Consulting and SI
    25% Digital Strategy
    15% Web Design +5 services
    10% Content Marketing
    10% Conversion Optimization
    10% Demand Generation Marketing
    10% Pay Per Click
    10% Search Engine Optimization

    New Perspective Marketing is a CRM Consulting and Systems Integration company receiving predominantly positive feedback. Their focus on sustainability and strategic planning for CRM implementation aligns with client missions, achieving high engagement levels. Notably, 100% of reviews highlight their strong client management and alignment with client values, contributing significantly to successful project outcomes.

    See all 10 projects
    0 of 1 CRM Consulting and SI reviews are 5 stars
    1 new review for CRM Consulting and SI in past 6 months
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    PPC, CRM Setup, Lead Gen & Media Outreach for Nonprofit

    4.5 — New Perspective Marketing provides lead generation and HubSpot adoption services for a nonprofit. The team has optimized the client's LinkedIn account and created a LinkedIn outreach plan and a PPC Read more
    Read 1 Review

    Industry Experience

    New Perspective Marketing has received positive feedback across various industries, including non-profit, manufacturing, legal cannabis, energy, environmental services, agriculture, and advertising. Clients commend their expertise in digital marketing, strategic planning, and branding, demonstrating a strong impact on lead generation and engagement. The overall sentiment is favorable, particularly in non-profits and manufacturing, where they have effectively enhanced online presence and marketing strategies. Their adaptability and commitment to client success make them a strong candidate for diverse projects.

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    Non-profit Manufacturing Legal Cannabis Energy & natural resources Environmental Services Advertising & marketing Other Industry Agriculture

    Average Project Cost Breakdown

    $50,000 to $199,999 (7) $10,000 to $49,000 (1)

    What Clients Have Said

    Clients consistently highlight New Perspective Marketing's competitive pricing and exceptional value for money. One client noted that their pricing fit their budget, aligning well with their needs, while another emphasized their ability to deliver projects on time and within budget. Several reviews praised the company's effectiveness in maximizing marketing investments and achieving measurable results, indicating a strong return on investment. Overall, the sentiment reflects satisfaction with the cost relative to the quality of services provided.
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    United States (8) England (1)
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  • Rejoiner Logotype

    5.0 14 reviews
    $1,000+
    $50 - $99 / hr
    10 - 49
    Newport, RI

    Services provided

    10% CRM Consulting and SI
    90% Email Marketing

    Rejoiner is a specialized email marketing agency excelling in e-commerce and subscription services through segmented campaigns, automation, and strategy consultation. With a 100% satisfaction rate, clients commend their speed, technical expertise, and strategic insights. Over 90% of reviewers highlight their exceptional responsiveness and ability to integrate seamlessly as a strategic partner, helping to significantly boost revenue and engagement metrics.

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    Reviews mention Exceeds expectations

    Rejoiner has consistently exceeded expectations, as highlighted by their involvement in H.V.M.N.'s email strategy and execution. Clients praised their creativity, efficient project management, and strategic insights, which contributed to successful campaigns, including a pre-sale launch that resulted in several hundred orders. The partnership fostered open communication, timely feedback implementation, and a genuine investment in client success, setting Rejoiner apart from other vendors who lack such dedication.
    • Email Services for Biotechnology Company
      5.0 Oct 9, 2019

      From top to bottom, Rejoiner has continued to exceed expectations. The combination of creativity, project management, and strategy has been unparalleled. Other vendors don't seem all that interested in our success as a company. They simply clock in, do the work, and clock out. Rejoiner is the complete opposite.

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    Industry Experience

    Rejoiner has demonstrated strong expertise across various industries, including Education, Media, Advertising & Marketing, Retail, Manufacturing, and Automotive. In Education, feedback highlighted their responsive project management and effective email campaigns. In Media, clients praised their technical knowledge and customizable reporting capabilities. Retail clients reported significant revenue increases, driven by targeted email strategies. Overall, sentiment is highly positive, indicating Rejoiner's capacity to enhance email marketing effectiveness and drive measurable results across diverse sectors.

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    Education Media Advertising & marketing Manufacturing Automotive Retail Consumer Products

    Average Project Cost Breakdown

    $10,000 to $49,000 (4) $50,000 to $199,999 (4) Less than $10,000 (3)

    What Clients Have Said

    Clients generally perceive Rejoiner as providing high value for their investment, with many noting that while their services are not the cheapest, the quality justifies the cost. For instance, one client remarked, "Rejoiner was not the most cost-friendly agency available, but you get what you pay for and we are happy with the results so far." Overall, feedback emphasizes their responsiveness, expertise, and ability to deliver significant improvements in email marketing outcomes, leading to substantial revenue growth.
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    United States (13) Australia (1)
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  • The Forged Agency Logotype

    4.9 10 reviews
    $5,000+
    $100 - $149 / hr
    10 - 49
    San Diego, CA

    Services provided

    10% CRM Consulting and SI
    25% Advertising
    15% Branding +5 services
    10% Content Marketing
    10% Graphic Design
    10% Pay Per Click
    10% Public Relations
    10% Web Design

    The Forged Agency is a marketing and content creation company specializing in developing marketing strategies and content plans. Reviews emphasize their effective project management, clear communication, and high-quality deliverables, with no areas for improvement noted. Notably, 100% of reviewers commend The Forged Agency's attention to detail and ability to instill confidence in their clients.

    See all 10 projects

    Reviews mention Flexible

    The feedback regarding TAVO Media Group's flexibility is overwhelmingly positive. Clients noted their willingness to accommodate budget constraints and work outside normal hours, ensuring effective communication and project adaptation. For instance, one client appreciated their responsiveness and ability to make iterative changes, while another emphasized their flexibility with pricing, which was crucial for a startup. Overall, TAVO Media Group is recognized as a partner that adapts to client needs, fostering a collaborative environment.
    • Web Design & Dev for Volunteer Space Association
      5.0 Mar 23, 2023

      The main thing we like about TAVO Media Group is that they’re very receptive to our needs. They know that we have a limited budget, and they’ve been flexible in meeting outside work hours, which is when we have access to our phones. On top of that, TAVO Media Group’s responsiveness and willingness to work with us are outstanding. Our organization is dispersed across many states, so our members usually don’t have the same ideas. Still, TAVO Media Group always works with us to make changes until everyone is happy with the website.

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    • SMM, Brand Messaging & Web Dev for Bedding Products Co
      5.0 Dec 20, 2024

      As a startup founder, I appreciated that they were flexible with pricing, especially when we had to boot strap as start ups do. I would recommend their team, whether you are a startup or established business, they are a true partner.

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, clients have praised The Forged Agency for their clear communication, high-quality work, and attention to detail. One client highlighted their effective marketing action plan and ongoing support, which has led to measurable progress in content quality and SEO performance. The agency's commitment to client engagement and value for cost has been consistently noted, with no significant areas for improvement identified by clients.
    Read 1 Recent Review

    Average Project Cost Breakdown

    $10,000 to $49,000 (4) Less than $10,000 (3)

    What Clients Have Said

    Clients generally perceive The Forged Agency as providing good value for money, often highlighting their flexible pricing and effective service delivery. A manufacturing company noted they chose The Forged Agency for their 'good value for the cost' and 'confidence instilled.' Similarly, a startup founder appreciated their willingness to accommodate budget constraints, stating, 'they were flexible with pricing.' Overall, feedback reflects a strong satisfaction with the cost relative to the quality of service received.
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    San Diego, California (4) New York City, New York (1) Cleveland, Ohio (1) Anaheim, California (1) San Marcos, California (1) Colorado Springs, Colorado (1) Las Vegas, Nevada (1)
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  • Industrie Reply Logotype

    5.0 3 reviews
    $10,000+
    $100 - $149 / hr
    1,000 - 9,999
    Chicago, IL

    Services provided

    35% CRM Consulting and SI
    25% Logistics & Supply Chain Consulting
    20% Warehousing & Distribution +2 services
    10% Business Consulting
    10% Other IT Consulting and SI

    Industrie Reply is a versatile IT service company specializing in staff augmentation, CRM, e-commerce platform development, and systems integration. The reviews highlight their proficient team, with over 80% of clients praising their ability to deliver skilled talent and effective project management. Clients appreciate their adaptability and professional approach, with several noting Industrie Reply's valuable international presence.

    See all 3 projects

    Reviews mention Professional

    Clients have consistently praised Industrie Reply for their professionalism and adept project management. One client highlighted their team's ability to navigate complex challenges and maintain clear communication, stating, "Industrie Reply presents themselves very professionally." Additionally, they noted that the project lead, Jason, excelled in managing meetings and keeping the team productive. Overall, the sentiment reflects a high level of trust in their expertise and adaptability, even amidst project delays.
    • SAP System Dev for Vehicle Charger Company
      5.0 Mar 24, 2021

      Industrie Reply presents themselves very professionally, and the two people I worked with were very good. Jason headed the project and coordinated the meetings with our 3PL service providers, which I found helpful since I didn’t have the time to do so myself. They were very good at controlling the meetings and keeping them on time. Everybody was productive, with Industrie Reply following through on action items.

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    Industry Experience

    Industrie Reply has demonstrated strong expertise in the Energy & Natural Resources, Manufacturing, and Utilities industries. Clients commend their staff augmentation services and ability to find skilled professionals, particularly in software development and CRM solutions. Feedback highlights their effective project management, flexibility, and capacity to integrate complex systems, with a positive overall sentiment. Industries seeking tailored digital solutions and operational support would benefit from partnering with Industrie Reply.

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    Energy & natural resources Manufacturing Utilities

    Average Project Cost Breakdown

    $1,000,000 to $9,999,999 (2) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients generally perceive Industrie Reply as offering good value for money, particularly in regard to their expertise and ability to meet project requirements. For instance, one client noted a $4 million investment for staff augmentation, highlighting satisfaction with the skillsets provided. Another client, who invested between $1 million and $5 million, appreciated their effective project management and the delivery of 20 core business use cases. Overall, the sentiment reflects a positive view of the company's pricing relative to the quality of service received.
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    Chicago, Illinois (1) San Carlos, California (1) Boston, Massachusetts (1)
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  • Eide Bailly Logotype

    5.0 3 reviews
    $5,000+
    $150 - $199 / hr
    1,000 - 9,999
    Fargo, ND

    Services provided

    44% CRM Consulting and SI
    40% ERP Consulting and SI
    10% Business Consulting +1 service
    6% IT Managed Services

    Eide Bailly is an accounting firm specializing in comprehensive financial management services, including accounting, tax preparation, and financial advisory. The reviews reflect a consistently high level of client satisfaction, highlighting their expertise in navigating complex financial regulations and proactive client education. Clients commend Eide Bailly for their diligence and exceptional project management, with 100% positive feedback and no suggested areas for improvement.

    See all 3 projects

    Reviews mention Unique expertise

    Clients highlight Eide Bailly's unique expertise in accounting and regulatory matters, particularly during the COVID-19 pandemic. One client noted their proactive approach, providing webinars and newsletters to educate on available grants. They praised the firm's ability to facilitate communication with specialized experts, ensuring thorough guidance on complex financial issues. Overall, the sentiment reflects strong satisfaction with Eide Bailly's expertise and responsiveness, emphasizing their value in navigating intricate financial landscapes.
    • Accounting Services for Prosthodontic Dentistry
      5.0 Jan 25, 2021

      They have a lot of expertise, not just in financials but also in regulatory aspects. Eide Bailly was able to answer questions about how we could apply for COVID-19 grants and how we could spend the money and document it so the loan would be forgiven. Art tapped into several experts at Eide Bailly and facilitated calls and emails with us, or he got the information himself and got back to us.

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    Industry Experience

    Eide Bailly has demonstrated expertise across various industries, including automotive, manufacturing, and healthcare. Clients commend their proactive approach and depth of knowledge, particularly in financial management and regulatory compliance. In the automotive sector, they provided responsive support for custom software needs, while in manufacturing, they streamlined operations, significantly reducing errors. Overall sentiment indicates strong satisfaction with their service quality and communication, making them a suitable partner for businesses in these industries seeking financial and operational improvements.

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    Select Industry to see insights

    Healthcare Automotive Manufacturing

    Average Project Cost Breakdown

    $10,000 to $49,000 (1) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients express a favorable view of Eide Bailly's cost and value for money, noting that their services are worth the investment. One client reported spending between $50,000 and $70,000, citing their proactive approach and expertise as key benefits. Another client highlighted a $35,000 investment, emphasizing significant reductions in error rates and streamlined processes. Overall sentiment suggests that Eide Bailly provides substantial value through their knowledgeable and responsive services.
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    Newport Beach, California (1) Boulder, Colorado (1) Johnstown, Colorado (1)
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  • OntargIT Logotype

    4.9 7 reviews
    $25,000+
    $50 - $99 / hr
    50 - 249
    Issaquah, WA

    Services provided

    20% CRM Consulting and SI
    65% ERP Consulting and SI
    15% BI & Big Data Consulting & SI

    OntargIT is an IT consulting firm specializing in ERP system development, cloud solutions, and Microsoft Dynamics 365 implementations. Across their reviews, the company is praised for its technical expertise, flexibility, and effective project management. Approximately 100% of reviewers highlighted their ability to meet deadlines and 67% noted the firm's impressive technical skills and responsiveness. Additionally, OntargIT has been effective in cost reduction and process optimization for their clients.

    See all 7 projects

    Industry Experience

    OntargIT has demonstrated expertise across diverse industries, including Gaming, Automotive, and Human Resources. Clients commend their technical proficiency, prompt project management, and adaptability to customer needs. In Gaming, they excelled in ERP system development, achieving optimization in project accounting. In the Automotive sector, they successfully implemented Microsoft Dynamics, automating dealership processes. Their work in Human Resources focused on digital transformation, significantly reducing costs and enhancing efficiency. Overall, OntargIT is well-suited for clients seeking robust IT solutions in these sectors.

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    Select Industry to see insights

    Gaming Automotive Human Resources

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently praised OntargIT for providing good value for money, with one stating it fit their budget well. Another review highlighted a 20% reduction in purchasing and maintenance costs due to OntargIT's services. Overall sentiment reflects satisfaction with the cost-effectiveness of their solutions, emphasizing their technical expertise and responsiveness, while also noting that there is always room for improvement.
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    Issaquah, WA

    1954 14TH CT NE
    Issaquah, WA 98029

    76 - 100

    +1 (971) 266-0690

    See All Locations (3)
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  • Turnkey Technologies, Inc. Logotype

    4.8 4 reviews
    Undisclosed
    $150 - $199 / hr
    50 - 249
    Lake Saint Louis, MO

    Services provided

    40% CRM Consulting and SI
    40% ERP Consulting and SI
    20% ECM Consulting and SI

    Turnkey Technologies, Inc. is a company specializing in the implementation and customization of Microsoft Dynamics GP and related services, including project management and system integration. Across reviews, clients consistently commend their responsiveness and reliability, with 100% of the reviewers highlighting their collaborative approach and strategic support. While early project management posed challenges, Turnkey has largely addressed these issues, showcasing improvement and adaptability in ongoing partnerships.

    See all 4 projects

    Reviews mention Well-organized projects

    Clients have consistently praised Turnkey Technologies, Inc. for their well-organized project management. One client highlighted the meticulous and comprehensive approach of the team, emphasizing their convenience due to proximity and ongoing collaboration for upgrades. Overall, the sentiment reflects satisfaction with the structured implementation processes, although some feedback suggested a desire for a more efficient transition from pre-implementation to actual implementation phases.
    • Medical Supplies Ecommerce GP Integration
      5.0 Mar 12, 2013

      Turnkey has a number of things going for them. One of them is a real commonsensical one, from a physical standpoint. They’re located within 100 yards of our building, so they’re very easy to get onsite. That’s not always necessary as a hosted environment because developers can gain remote access. Nevertheless, their physical proximity made the implementation process extremely convenient. We've thoroughly enjoyed everybody that we’ve dealt with. They were meticulous and comprehensive. We're still collaborating with them, too. We’ve been going through an upgrade with the Web component and they’ve been heavily involved in it, helping us through the process. It’s an excellent relationship.

      Read Full Review
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    Industry Experience

    Turnkey Technologies has garnered positive feedback across various industries, including healthcare, distribution, and pork production. Clients praise their expertise in Microsoft Dynamics GP implementation and customization. In healthcare, they are noted for their responsiveness and partnership approach. Distribution clients highlight their comprehensive support and local accessibility, while pork production emphasizes effective project management. Overall, sentiment is favorable, indicating strong performance in IT support and project execution, making them a suitable choice for businesses seeking ERP solutions.

    Read All Reviews

    Select Industry to see insights

    Healthcare Pharmaceuticals Construction Other Industry

    Average Project Cost Breakdown

    $50,000 to $199,999 (3) $10,000 to $49,000 (1)

    What Clients Have Said

    Clients generally perceive Turnkey Technologies as offering good value for money, with project costs typically ranging from $10,000 to $200,000 depending on the complexity. One client noted a $150,000 investment for a comprehensive ERP solution, expressing satisfaction with the system's capabilities. Another client highlighted their ongoing partnership, spending around $50,000 annually, citing responsiveness and reliability. Overall, clients appreciate the company's pricing and the quality of service received, despite occasional delays in scheduling upgrades.
    Read All Reviews

    View projects from:

    St. Louis, Missouri (2) Columbus, Nebraska (1) Fenton, Missouri (1)
    View Profile
  • NextMe Logotype

    5.0 5 reviews
    Undisclosed
    Undisclosed
    2 - 9
    Chicago, IL

    Services provided

    40% CRM Consulting and SI
    30% Mobile & App Marketing
    20% Conversion Optimization +1 service
    10% Digital Strategy

    NextME is a tech company specializing in customizable waitlist and reservation management solutions for various industries, including hospitality and events. Reviews reveal overwhelmingly positive feedback, with clients praising their scalable and user-friendly applications. Over 90% of reviewers commend NextME's efficient solutions that enhance customer interactions, while 80% highlight their exceptional project management and responsiveness, particularly the involvement and dedication of CEO John. Some clients note the need for more developers to meet growing demand.

    See all 5 projects

    Reviews mention Accessible

    Clients have expressed a strong sentiment of accessibility regarding NextME's services. One client noted, 'They’re very accessible. We can call them whenever we have a problem,' highlighting their proactive communication. Additionally, the team's commitment to follow up on issues, as demonstrated by their prompt response to a bug report, reinforces their dedication to ensuring a positive client experience. Overall, feedback indicates that NextME prioritizes client support and responsiveness.
    • Customer Service Application Marketing for a Restaurant
      5.0 Apr 23, 2018

      The team is very involved throughout the whole process. They not only ask for our feedback, they use it to make changes if we think something’s unclear or unhelpful. They're very accessible. We can call them whenever we have a problem. Recently, I reached out to them because the app was a little buggy over the weekend. They emailed me back right away but I didn’t have time to respond. When they didn't hear from me, they followed up with a phone call just to make sure everything was in working order.

      Read Full Review
    Read All Reviews

    Industry Experience

    NextMe has demonstrated strong expertise in the Hospitality & Leisure sector, effectively streamlining customer waitlists and improving operational efficiency through customizable mobile applications. Positive sentiment is evident, with clients noting enhanced customer experience and increased revenue. In the Advertising & Marketing industry, NextMe showcased adaptability by managing large events, facilitating communication, and gathering valuable feedback. Overall, NextMe is well-suited for businesses seeking innovative solutions in hospitality and event management.

    Read All Reviews

    Select Industry to see insights

    Advertising & marketing Restaurants Hospitality & leisure

    Average Project Cost Breakdown

    $10,000 to $49,000 (3) Less than $10,000 (1)

    What Clients Have Said

    Clients generally perceive NextMe as offering excellent value for money, with costs ranging from $50 monthly to $25,000 for larger projects. One client noted their engagement has significantly improved workflow efficiency, justifying the investment. Another highlighted the app's user-friendliness and the company's responsive support as key benefits. Overall, sentiment is positive, emphasizing that the cost is reasonable relative to the benefits received, particularly in enhancing customer experience and operational efficiency.
    Read All Reviews
    View Profile
  • Roycon Logotype

    5.0 3 reviews
    $1,000+
    $150 - $199 / hr
    10 - 49
    Austin, TX

    Services provided

    70% CRM Consulting and SI
    10% BI & Big Data Consulting & SI
    10% Cloud Consulting & SI +1 service
    10% ERP Consulting and SI

    Roycon is a Salesforce consulting firm specializing in CRM infrastructure development, customization, and data management solutions. Across multiple reviews, clients consistently highlight Roycon's professionalism, responsiveness, and strategic partnership approach. With 100% positive feedback, clients commend their ability to streamline processes and provide valuable recommendations, ensuring customer satisfaction and fostering long-term relationships.

    See all 3 projects

    Reviews mention Timely

    Clients have praised Roycon for their timely and effective communication throughout projects. One reviewer highlighted their exceptional follow-up and clarity during calls, stating, "They communicated regularly and were fantastic on calls." Additionally, they noted that Roycon completed the project without charging extra, demonstrating a commitment to client satisfaction and timely delivery. Overall, the sentiment around timeliness is highly positive, reflecting the company's dedication to meeting client needs promptly.
    • Salesforce Consulting for Data Analytics Platform
      5.0 May 5, 2020

      The engagement demonstrated a high level of professionalism, especially in terms of their project management. Their speed of implementation and scoping out the project was also very fast, which was impressive. They communicated regularly and were fantastic on calls because they were clear and communicative about their work.

      Read Full Review
    Read All Reviews

    Industry Experience

    RoyCon Technologies has demonstrated strong expertise across various industries, including Legal, Advertising & Marketing, and Software. Clients commend their ability to enhance data management, streamline CRM systems, and implement Salesforce solutions effectively. The overall sentiment reflects satisfaction with their responsiveness, professionalism, and strategic partnership approach. Their impact is particularly noted in improving operational efficiency and generating actionable insights, making them a suitable partner for organizations seeking to optimize their technology infrastructure.

    Read All Reviews

    Select Industry to see insights

    Software Advertising & marketing Legal

    Average Project Cost Breakdown

    $10,000 to $49,000 (2) $50,000 to $199,999 (1)

    What Clients Have Said

    Clients have expressed high satisfaction with RoyCon Technologies' cost-effectiveness and value for money. One client invested $30,000-$40,000, noting significant improvements in data management and efficiency. Another client emphasized the strategic partnership they received, stating that RoyCon's insights were invaluable for growth, justifying their investment of over 100 hours annually. Overall, clients appreciate the quality of service and responsiveness, indicating that the value delivered exceeds the costs incurred.
    Read All Reviews
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  • Weidert Group Logotype

    4.8 12 reviews
    $10,000+
    $150 - $199 / hr
    10 - 49
    Appleton, WI

    Services provided

    10% CRM Consulting and SI
    20% Web Design
    10% Content Marketing +6 services
    10% Conversion Optimization
    10% Marketing Strategy
    10% Pay Per Click
    10% Search Engine Optimization
    10% Social Media Marketing
    10% Video Production

    Weidert Group is a full-service inbound marketing agency specializing in website development, SEO, and content strategy, with a strong emphasis on HubSpot integration. The feedback from their clients is overwhelmingly positive, with 100% of reviews highlighting their effective project management and excellent communication. Notably, over 85% of reviewers commend Weidert Group's ability to drive measurable business growth through increased web traffic and improved lead generation.

    See all 12 projects

    Reviews mention Easy to work with

    Clients consistently praised Weidert Group for being easy to work with, highlighting their strong communication skills and responsiveness. One client noted, 'They’re easy to work with and communicate well,' while another emphasized, 'I really enjoy the team... They’re easy to work with.' Overall, the sentiment reflects a positive experience, with clients appreciating the team's accessibility and collaborative approach, which enhances project management and client satisfaction.
    • Inbound Marketing for Contract Manufacturer
      4.5 Apr 30, 2018

      I really enjoy the team I have at Weidert Group. They’re easy to work with. I like their responsiveness and forward, out-of-the-box thinking.

      Read Full Review
    • Content Marketing & SEO for Real Estate Developer
      5.0 Jul 19, 2016

      They're always a phone call away and very responsive by email. I don't feel like I have to wait to hear back from them if I have a question. They're down to earth and easy to work with.

      Read Full Review
    • Web Redesign and Inbound Marketing for Manufacturer
      5.0 May 31, 2019

      They’re easy to work with and communicate well. We’ve had a few issues with deadlines, but that’s more our fault. They push our team and follow up to keep us on track.

      Read Full Review
    Read All Reviews

    Industry Experience

    Weidert Group has demonstrated expertise across diverse industries including manufacturing, financial services, and real estate. In manufacturing, they excelled in enhancing website functionality and inbound marketing, yielding impressive lead generation and engagement metrics. Their work in financial services focused on innovative marketing strategies that significantly improved lead conversions. Overall, client sentiment is overwhelmingly positive, highlighting Weidert Group's project management, communication, and understanding of client needs, making them a strong contender for businesses seeking robust marketing solutions.

    Read All Reviews

    Select Industry to see insights

    Consulting Consumer Products Financial services Food & Beverages IT Services Real estate Manufacturing Construction

    Average Project Cost Breakdown

    $50,000 to $199,999 (4) $10,000 to $49,000 (2) $200,000 to $999,999 (2)

    What Clients Have Said

    The overall sentiment regarding Weidert Group's cost and value for money is highly positive. Clients frequently noted that the agency's pricing, while on the higher end, aligns with the quality of services provided. One client stated, "I never feel that I'm not getting my money’s worth," while another emphasized that their investment led to a significant increase in leads and sales. Clients appreciate the team's expertise and commitment to delivering projects on time and within budget, reinforcing their perception of value.
    Read All Reviews

    View projects from:

    Baltimore, Maryland (2) Madison, Wisconsin (2) Anoka, Minnesota (1) Green Bay, Wisconsin (1) Manitowoc, Wisconsin (1) Milwaukee, Wisconsin (1) Manor, Texas (1) Kiel, Wisconsin (1) Oostburg, Wisconsin (1)
    View Profile
  • obo. Logotype

    4.9 23 reviews
    $10,000+
    $200 - $300 / hr
    10 - 49
    Columbia

    Services provided

    70% CRM Consulting and SI
    20% Email Marketing
    10% Digital Strategy

    obo. is a CRM Consulting and SI firm praised for its tailored approach, efficiency, and responsiveness. 100% of reviewers highlighted their ability to compress timelines and deliver custom solutions without imposing pre-set templates. Their outstanding project management and cultural alignment with clients are frequently mentioned as key strengths.

    See all 23 projects

    Reviews mention Accommodating

    Clients have consistently noted the accommodating nature of obo Agency, particularly their responsiveness to one-off requests. One client highlighted their prompt assistance during the integration of HubSpot with Salesforce, stating that the team was 'very accommodating' and maintained effective communication through regular meetings. Overall, the sentiment regarding their flexibility and customer orientation is overwhelmingly positive, reinforcing their commitment to meeting client needs.
    • HubSpot Integration for Financial Planning Firm
      5.0 Jan 14, 2019

      We had weekly standing meetings to plan the next sprint. On top of that, obo was very accommodating to one-off requests, responding to and assisting us promptly.

      Read Full Review
    Read All Reviews
    1 of 1 CRM Consulting and SI reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    CRM Consulting and SI PROJECT HIGHLIGHT

    Business Consulting for Software Development Company

    5.0 — obo. provided business consulting services to help a software development firm develop and execute a strategy to professionalize their pipeline. The vendor built the client's workflows and Read more
    Read 1 Review

    Average Project Cost Breakdown

    $10,000 to $49,000 (12) $50,000 to $199,999 (6) Less than $10,000 (1)

    What Clients Have Said

    Clients consistently commend obo. for delivering high value relative to their costs, often highlighting their efficient project management and tailored solutions. One review noted a project that compressed six months of planning into 90 days, emphasizing their responsiveness and strategic insights. However, some feedback indicated that their services are priced at the higher end, which could be a consideration for budget-conscious clients. Overall, the sentiment reflects satisfaction with the quality of service and the outcomes achieved.
    Read All Reviews

    View projects from:

    United States (19) Mexico (1)
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Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 CloudMasonry
2 Strong CRM
3 RevPartners
4 Bluewolf
5 SMBHD
6 SkyPlanner
7 Cloudsquare
8 Ergonized
9 Penrod
10 Faye
11 Inovi Solutions
12 XTIVIA (formerly Strategic Sales Systems)
13 Evenbound
14 AlphaBOLD
15 Velosio

List of the Top 15 United States CRM Companies

  1. CloudMasonry Logotype

    CloudMasonry

    $5,000+
    $200 - $300 / hr
    50 - 249
    Chicago, IL

    Ability to deliver

    35.3/40.0
    17.4/20 Reviews
    10/10 Clients & Experience
    7.9/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  2. Strong CRM Logotype

    Strong CRM

    $10,000+
    $150 - $199 / hr
    10 - 49
    Seattle, WA

    Ability to deliver

    33.6/40.0
    16.4/20 Reviews
    9.1/10 Clients & Experience
    8.1/10 Market Presence

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  3. RevPartners Logotype

    RevPartners

    $1,000+
    $150 - $199 / hr
    50 - 249
    Atlanta, GA

    Ability to deliver

    33.6/40.0
    16.2/20 Reviews
    9.6/10 Clients & Experience
    7.7/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  4. Bluewolf Logotype

    Bluewolf

    $50,000+
    $150 - $199 / hr
    1,000 - 9,999
    New York, NY

    Ability to deliver

    32.9/40.0
    16.2/20 Reviews
    6.8/10 Clients & Experience
    9.9/10 Market Presence

    Service focus

    30% CRM Consulting and SI
    70% Other
    View Profile Visit Website
  5. SMBHD Logotype

    SMBHD

    $1,000+
    $150 - $199 / hr
    10 - 49
    Chicago, IL

    Ability to deliver

    32.8/40.0
    15.8/20 Reviews
    9.3/10 Clients & Experience
    7.7/10 Market Presence

    Service focus

    80% CRM Consulting and SI
    20% Other
    View Profile Visit Website
  6. SkyPlanner Logotype

    SkyPlanner

    $5,000+
    $100 - $149 / hr
    10 - 49
    Miami, FL

    Ability to deliver

    32.6/40.0
    16.4/20 Reviews
    9.3/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  7. Cloudsquare Logotype

    Cloudsquare

    $10,000+
    $150 - $199 / hr
    10 - 49
    Los Angeles, CA

    Ability to deliver

    31.9/40.0
    16.2/20 Reviews
    9.6/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  8. Ergonized Logotype

    Ergonized

    $25,000+
    $50 - $99 / hr
    50 - 249
    New York, NY

    Ability to deliver

    31.8/40.0
    15.6/20 Reviews
    7.7/10 Clients & Experience
    8.5/10 Market Presence

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  9. Penrod Logotype

    Penrod

    Undisclosed
    Undisclosed
    50 - 249
    Milwaukee, WI

    Ability to deliver

    31.8/40.0
    14.6/20 Reviews
    7.6/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    100% CRM Consulting and SI
    View Profile Visit Website
  10. Faye Logotype

    Faye

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Ability to deliver

    31.4/40.0
    16.8/20 Reviews
    6.5/10 Clients & Experience
    8.1/10 Market Presence

    Service focus

    70% CRM Consulting and SI
    30% Other
    View Profile Visit Website
  11. Inovi Solutions Logotype

    Inovi Solutions

    $1,000+
    $100 - $149 / hr
    10 - 49
    Flower Mound, TX

    Ability to deliver

    31.4/40.0
    16.2/20 Reviews
    8.5/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    90% CRM Consulting and SI
    10% Other
    View Profile Visit Website
  12. XTIVIA (formerly Strategic Sales Systems) Logotype

    XTIVIA (formerly Strategic Sales Systems)

    Undisclosed
    $150 - $199 / hr
    10 - 49
    St. Louis, MO

    Ability to deliver

    30.8/40.0
    16.2/20 Reviews
    8.1/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  13. Evenbound Logotype

    Evenbound

    $10,000+
    $200 - $300 / hr
    10 - 49
    Grand Haven, MI

    Ability to deliver

    35.8/40.0
    16.6/20 Reviews
    9.6/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    35% CRM Consulting and SI
    65% Other
    View Profile Visit Website
  14. AlphaBOLD Logotype

    AlphaBOLD

    $10,000+
    $25 - $49 / hr
    50 - 249
    Carlsbad, CA

    Ability to deliver

    34.2/40.0
    17/20 Reviews
    7.5/10 Clients & Experience
    9.7/10 Market Presence

    Service focus

    35% CRM Consulting and SI
    65% Other
    View Profile Visit Website
  15. Velosio Logotype

    Velosio

    $10,000+
    $100 - $149 / hr
    250 - 999
    Atlanta, GA

    Ability to deliver

    35.2/40.0
    15.8/20 Reviews
    9.6/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  16. RevX Logotype

    RevX

    $1,000+
    $50 - $99 / hr
    10 - 49
    Bellevue, WA

    Ability to deliver

    29.9/40.0
    15.6/20 Reviews
    8/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    60% CRM Consulting and SI
    40% Other
    View Profile Visit Website
  17. Belkins Logotype

    Belkins

    $1,000+
    < $25 / hr
    50 - 249
    Denver, CO

    Ability to deliver

    40/40.0
    20/20 Reviews
    10/10 Clients & Experience
    10/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  18. TechWize Logotype

    TechWize

    $5,000+
    $25 - $49 / hr
    250 - 999
    New York, NY

    Ability to deliver

    32.2/40.0
    17/20 Reviews
    7.9/10 Clients & Experience
    7.3/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website
  19. RSM Logotype

    RSM

    $1,000+
    $150 - $199 / hr
    50 - 249
    San Francisco, CA

    Ability to deliver

    30.3/40.0
    16.2/20 Reviews
    8.8/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    45% CRM Consulting and SI
    55% Other
    View Profile Visit Website
  20. Plative Logotype

    Plative

    $10,000+
    $200 - $300 / hr
    50 - 249
    New York, NY

    Ability to deliver

    31.6/40.0
    15.2/20 Reviews
    7.6/10 Clients & Experience
    8.8/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  21. Brightlark Logotype

    Brightlark

    $5,000+
    $100 - $149 / hr
    2 - 9
    Denver, CO

    Ability to deliver

    28.8/40.0
    16.2/20 Reviews
    6.2/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    85% CRM Consulting and SI
    15% Other
    View Profile Visit Website
  22. SOLTECH Logotype

    SOLTECH

    $10,000+
    $150 - $199 / hr
    50 - 249
    Atlanta, GA

    Ability to deliver

    39.4/40.0
    20/20 Reviews
    10/10 Clients & Experience
    9.4/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  23. Orbit Media Studios Logotype

    Orbit Media Studios

    $50,000+
    $150 - $199 / hr
    50 - 249
    Chicago, IL

    Ability to deliver

    39/40.0
    20/20 Reviews
    9.1/10 Clients & Experience
    10/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  24. Diaz & Cooper | Level350 Logotype

    Diaz & Cooper | Level350

    $10,000+
    $150 - $199 / hr
    10 - 49
    Palmetto Bay, FL

    Ability to deliver

    33.9/40.0
    16.2/20 Reviews
    8.8/10 Clients & Experience
    8.9/10 Market Presence

    Service focus

    35% CRM Consulting and SI
    65% Other
    View Profile Visit Website
  25. Cirrius Solutions Logotype

    Cirrius Solutions

    $5,000+
    $100 - $149 / hr
    10 - 49
    Plymouth, MN

    Ability to deliver

    30.5/40.0
    15.6/20 Reviews
    10/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% CRM Consulting and SI
    50% Other
    View Profile Visit Website
  26. Lake One Logotype

    Lake One

    $5,000+
    $150 - $199 / hr
    2 - 9
    Osseo, MN

    Ability to deliver

    34/40.0
    16.2/20 Reviews
    9.2/10 Clients & Experience
    8.6/10 Market Presence

    Service focus

    40% CRM Consulting and SI
    60% Other
    View Profile Visit Website
  27. Sidebench Logotype

    Sidebench

    $50,000+
    $50 - $99 / hr
    50 - 249
    Los Angeles, CA

    Ability to deliver

    36.2/40.0
    16.6/20 Reviews
    10/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  28. Facet Interactive Logotype

    Facet Interactive

    $5,000+
    $100 - $149 / hr
    10 - 49
    El Segundo, CA

    Ability to deliver

    39.3/40.0
    19.8/20 Reviews
    10/10 Clients & Experience
    9.5/10 Market Presence

    Service focus

    10% CRM Consulting and SI
    90% Other
    View Profile Visit Website
  29. EBQ Logotype

    EBQ

    $5,000+
    Undisclosed
    250 - 999
    Austin, TX

    Ability to deliver

    33.4/40.0
    18/20 Reviews
    7.1/10 Clients & Experience
    8.3/10 Market Presence

    Service focus

    20% CRM Consulting and SI
    80% Other
    View Profile Visit Website
  30. ProperExpression Logotype

    ProperExpression

    $5,000+
    $150 - $199 / hr
    10 - 49
    McLean, VA

    Ability to deliver

    35.8/40.0
    17.6/20 Reviews
    9.7/10 Clients & Experience
    8.5/10 Market Presence

    Service focus

    25% CRM Consulting and SI
    75% Other
    View Profile Visit Website

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U.S. CRM Consulting FAQs

U.S.-based CRM consultants bring platform depth and industry context that shorten time to value. Many teams are certified across Salesforce, Microsoft Dynamics 365, HubSpot, and other ecosystems, with proven playbooks for migration, integration, and user adoption. Proximity to major innovation hubs — San Francisco Bay Area, New York City, Austin, Seattle, Boston, and the Research Triangle — means access to senior talent and partners in data, analytics, and marketing automation.

For regulated sectors, U.S. agencies also understand compliance requirements like HIPAA, SOC 2, PCI, and state privacy laws. If your go-to-market spans sales, marketing, and customer success, a U.S. partner can align stakeholders, run effective on-site workshops, and support change management in your time zone.

Rates vary because of factors like platform, complexity, and team seniority. On Clutch, most U.S.-based CR consultancies charge:

  • Hourly rates: typically $100 – $225 for U.S. CRM consultants; specialized architects and solution owners can be higher.
  • Fixed projects:
  • Quick-start implementations (SMB): $15,000 – $50,000 for core setup, basic automation, and training.
  • Mid-market rollouts: $60,000 – $250,000 for multi-cloud deployments, data migration, and custom objects/processes.
  • Enterprise programs: $300,000 – $1 million+ for global rollouts, CPQ, complex integrations, and change enablement.
  • Managed services: $5,000 – $25,000 per month for continuous optimization, admin support, and roadmap execution.

Expect additional costs for platform licenses, add-ons (e.g., CPQ, Marketing Automation), data tools, and user training.

CRM agencies in the U.S. support a broad spectrum of markets and niches. It’s common to find specialists for:

  • SaaS and B2B technology — lead lifecycle, product-led growth data, RevOps.
  • Financial services and fintech — KYC workflows, compliance, secure integrations.
  • Healthcare and life sciences — HIPAA-aligned processes, patient and provider data.
  • E-commerce and retail — omnichannel engagement, order and inventory visibility.
  • Manufacturing and distribution — account-based sales, partner portals, ERP sync.
  • Higher education and nonprofits — advancement, enrollment, and constituent management.
  • Media and professional services — pipeline visibility, resource planning, and billing.

Start by gauging their fit, not just features — thoroughly assess their:

  1. Platform expertise – confirm certifications and recent case studies in your platform.
  2. Integration track record – ask about ERP, data warehouse, and marketing automation integrations similar to yours.
  3. Data and migration approach – request their plan for cleansing, deduplication, and mapping; confirm sandbox strategy and cutover.
  4. Change management and training – look for structured enablement, adoption metrics, and admin upskilling.
  5. Security and compliance – validate SOC 2 readiness, HIPAA experience, and role/field-level access design.
  6. Team model – meet the delivery team, not just sales. Ensure that the onshore/offshore blend and time zone coverage are clear.
  7. Commercials and scope – seek transparent milestones, acceptance criteria, and a post-launch support plan.

Use Clutch filters to compare verified reviews, client references, budgets, and industries. Shortlist 3–5 firms and run a paid discovery or solution workshop to de-risk the scope.

  • No discovery — they jump to build without stakeholder interviews or process mapping.
  • Over-customization bias — heavy code vs. configurable, out-of-the-box features.
  • Vague data plan — no detail on dedupe, merge rules, or validation logic.
  • Light on testing — absent UAT plans, limited regression or performance testing.
  • Thin documentation — no solution design, admin guides, or runbooks.
  • One-size-fits-all timelines — fixed dates that ignore data/ERP complexity.
  • No adoption strategy — training is an afterthought with no change plan.
  • Ownership gaps — unclear access, environments, or IP for custom components.

Ignoring red flags now can only pave the way for future headaches for your project. Do your due diligence well and make sure you match with a team that's clear from these warning signs.

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